Reporting Reference Guide

Modified on Tue, 25 Jun at 5:38 PM

TABLE OF CONTENTS


Available Columns

Here are the columns you can add to the Campaigns, Projects, All Work, Proofs, Tasks, Requests, Reviews, User, and Time reports, respectively:


Column NameCampaignsProjectsAll WorkProofsTasksRequestsReviewsUsersTime
Accepted Date




X


Active Tier

XX




Added By






X

Approval Status

XX




Archived StatusXXXXXXX
X
Assets

XX




Assignees

XXX



Associated Work Members




X


Associated Work Name




X


Associated Work Number




X


Associated Work Status




X


Associated Work Type




X


Blocked Status

X
X
X




Campaign DescriptionX







Campaign Due Date & Time
X
X
X
X




Campaign DurationX







Campaign IDXXXXX
X
X
Campaign Name
X
X
X
X

X
X
Campaign NumberXXXXX



Campaign StatusXXXXX



Category







X
CommentsXXXXX



Completed Date (UTC)XXXXXX


Created Date (UTC)XXXXXX


Current Version Duration

XX




Custom Field (Campaign)X







Custom Field (Project)
XXXX
X

Date Worked







X
DeliverablesXXXXXX


Due Date & TimeXXXXXX


Email Address






X
FilesXXXXXX


Job Title






X

Last Login






X
Level of EffortXXXXXX


MembersXX






Next Incomplete Item
X






Next Incomplete Item Due Date & Time
X






Notes







X
Original Due Date & TimeXXXXXX


Overall Review Duration

XX




Overall Version Status





X

Pages

XX




Project Description
X






Project Due Date & Time (UTC)

XXX



Project Duration
X






Project ID
XXXX
X
X
Project Name
XXXX
X
X
Project Number
X
X
X
X




Project Priority
X
X
X
X




Project StatusXXXXX
X

ProjectsX







Proof Completed Date





X


Proof Created Date





X


Proof Description


X




Proof Due Date & Time





X


Proof Duration


X




Proof Name


X

X

Proof Start Date & Time





X


Proof Status


X

X

ProofsXX






Request Accepted By




X


Request Duration




X


Request FormXXXXXX


Request IDXXXXXX

X
Request Members




X


Request NameXXXXXX

X
Request NumberXXXXXX

X
Request Shared With




X


Request Status




X

X
Request Submitted Date (UTC)XXXXX



Request Type
XXXX


X
Requester NameXXXXXX

X
Review Comments

XX




Review Deadline

X
X


X


Review Name

X
X


X


Review Returned Date (UTC)

XX




Review Sent Date (UTC)

XX

X

Review Version

XX

X

# of Reviewer Comments





X

Reviewer Approval Status





X

Reviewer Duration





X

Reviewer Invited Date





X

Reviewer Name





X

Reviewer Opened Date





X

Reviewer Submitted Date





X

Reviewer Type





X

Reviewers Remaining on Tier

XX




Role






X
Role Type






X
Route Tier #





X

Route Tier Deadline





X

Specialties
XXXX

X
Specialty - (Specialty Name)
X
X
X
X




Start Date & Time (UTC)XXXXX



Submitted Date




X


TagsXXXXXX


Task Description



X



Task Duration



X



Task ID

XXX
X
X
Task Status



X



TasksXX






Tier Reviewers

XX




Tiers

XX




Time from Acceptance to First Proof
XXX
X


Time from Request to AcceptanceXXXXXX


Time in "In Progress"
XXXX



Time in "In Review"

XX




Time in "Returned"

XX




Time in "To Do"
XXXX



Time Tracked (%)XXXXXX


Total # of Assets





X


Total # of Pages





X


Total Reviewers

XX




Total Time TrackedXXXXXX

X
User Created






X
User Id






X
User Status






X
Work Description

X





Work Duration

X





Work Name

X




X
Work Priority 

X
X
X




Work Status

X





Work Type

X





Version Sent Date





X




Duration Definitions


Duration Metrics are calculated every day at 6am and 6pm ET



Request Duration: The total amount of time starting when a request is created and ending when it is marked as any “Completed" status. 


Campaign Duration: The total amount of time starting when a campaign is created and ending when it is marked as any “Completed" status.


Project Duration: The total amount of time starting when a project is created and ending when it is marked as any “Completed" status (including custom project statuses).


Work Duration: The total amount of time starting when a work item is created and ending when it is marked as any “Completed" status.


Task Duration: The total amount of time starting when a work item is created and ending when it is marked as any “Completed" status.


Proof Duration: The total amount of time starting when a proof is created and ending when it is marked as any “Completed" status.

Current Version Duration: The total amount of time the current version of a proof is in the "In Review" status.


Overall Review Duration: The total amount of time all versions of a proof are in the "In Review" status.


Reviewer Duration: Available only in the Reviews Report. The total amount of time starting when a review is sent to the reviewer and ending when the reviewer submits their approval status. Any proofs currently in review are not included until they return. This is most helpful for closed projects/ work.



If you have Business Days enabled, all durations will exclude non-business days.



Available Filters

Here are the filters you can use with each report type: 


FiltersCampaignsProjectsAll Work ProofsTasksRequestsReviewsUsersTime
Approval Status


X




Archived StatusXXXXXXX
X
Assignees

XXX



Associated Work Members




X


Associated Work Type




X

X
Blocked Status

X
X
X




Campaign Name
XXXX


X
Campaign StatusX







Campaign Status StageX







Category







X
Custom Field (Campaign)*X







Custom Field (Project)*
XX


X
X
Date > Accepted 




X



Date > CompletedXXXXXX


Date > CreatedXX
X
X
X
X



Date > DueXX
X
X
X
X



Date > Invited





X


Date > Last Login






X

Date > Opened 





X


Date > Project Due

X
X
X




Date > Request SubmittedXX
X
X
X
X
X


Date > Sent


X


X


Date > StartedXX
X
X
X




Date > Returned 


X





Date > Review Deadline


X


X


Date > Worked







X
MembersXX





X
Overall Version Status





X

People






X
Project Name

XXX


X
Project Priority 
X
X
X
X




Project Status
XXXX
X

Project Status Stage
X
X
X
X




Proof Name





X

Proof Status


X

X

Request Accepted By




X


Request FormXXXXXX


Request Members




X


Request Shared With




X


Request Status




X


Request Type







X
Requester NameXXXXXX

X
Review Name





X

Review Version





X

Reviewer Approval Status





X

Reviewer Type





X


Role






X
Role Type






X
Specialties
XXXX

X
TagsXXXXXX


Task Status



X



User Status






X
Work Priority

X
X
X




Work Status

X





Work Status Stage

XXX



Work Type

X







*Number and Date Custom Fields are not available as filters in reports.


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