How to Search Flows
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Go Reporting > Flow Reports > All Flows (or Completed, Pending, Open, Expired, Failed, Bulk Flows)
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Set filters → click Submit to search
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Click document icon to view Flow details
Key Filters
| Filter | Options |
|---|---|
| Templates/Portals | All templates + "No Assigned Template" (API/schedules) + "Deleted Templates" |
| Date Range | Predefined Range (e.g., Month to date), or Start Date and End Date |
| Recipient | First Name, Last Name, Account Number |
| Status | Waiting, Pending, Open, Expired, Failed, Closed, Completed |
| Other Filters | Flow ID, Employee, Origin |
Flow Status Guide
| Status | What it means | Search uses this date |
|---|---|---|
| ALL | Every Flow sent | Send date |
| WAITING | Created, not sent (sequential Flows) | Send date for first recipient |
| PENDING | Sent to the recipient | Send date |
| OPEN | PIN entered + viewed | Send date |
| COMPLETED | Successfully finished | Completion date |
| CLOSED | Closed manually by an employee | Close date |
| FAILED | Denied by the recipient | Close date |
| EXPIRED | Timeout reached | Expiration date |
Check Message Delivery
In the Flow details, the Delivery section shows SMS/Email status. Click More Details for more details about the email and/or SMS sent to the recipient report. Learn more
Need Help?
Email our Customer Success team at support@pdcflow.com.