Campaigns, Projects, Tasks, Proofs, & All Work Report

Modified on Tue, 25 Jun at 5:50 PM

Target the exact data you need by creating a report for the level of work you are interested in. Campaign Reports provide a bird’s-eye view of campaign activity and progress. Project Reports, though focused on detailing key project information, can also reference some campaign or work level information for additional context. Leverage Task Reports, Proof Reports, and All Work Reports are for micro-level insights into team performance. Power up your reports using custom fields to track data unique to your organization.


TABLE OF CONTENTS


Campaigns Report: Available Columns & Filters

 


Available ColumnsAvailable Filters
Archived Status
Campaign Description
Campaign Duration✔ (Selected by Default)
Campaign ID
Campaign Name✔ (Selected by Default)
Campaign Number
Campaign Status✔ (Selected by Default)
Campaign Status Stage
Comments
Completed Date✔ (Selected by Default)
Created Date✔ (Selected by Default)
Custom Fields
Due Date✔ (Selected by Default)
Files
Level of Effort
Members
Original Due Date
Projects
Proofs
Request Form
Request ID
Request Name
Request Number
Request Submitted Date
Requester Name
Start Date✔ (Selected by Default)
Tags
Tasks
Time from Request to Acceptance
Time Tracked (%)
Total Time Tracked



Projects Report: Available Columns & Filters



Available ColumnsAvailable Filters
Archived Status
Campaign Due Date
Campaign ID
Campaign Name
Campaign Number
Campaign Status
Comments
Completed Date✔ (Selected by Default)
Created Date✔ (Selected by Default)
Custom Fields
Due Date✔ (Selected by Default)
Files
Level of Effort
Members
Next Incomplete Item
Next Incomplete Item Due Date
Original Due Date
Project Description
Project Duration✔ (Selected by Default)
Project ID
Project Name✔ (Selected by Default)
Project Number
Project Priority
Project Status✔ (Selected by Default)
Project Status Stage
Proofs
Request Form
Request ID
Request Name
Request Number
Request Submitted Date
Request Type
Requester Name
Specialties
Specialty - (Specialty Name)
Start Date✔ (Selected by Default)
Tags
Tasks
Time from Acceptance to First Proof
Time from Request to Acceptance
Time in "Project Status"
Time Tracked (%)
Total Time Tracked



All Work Report: Available Columns & Filters

 


Available ColumnsAvailable Filters
Active Tier
Approval Status✔ (Selected by Default)
Archived Status
Assets
Assignees
Blocked Status
Campaign Due Date
Campaign ID
Campaign Name
Campaign Number
Campaign Status
Comments
Completed Date✔ (Selected by Default)
Created Date✔ (Selected by Default)
Current Version Duration
Custom Field (Project)
Due Date✔ (Selected by Default)
Files
Level of Effort
Original Due Date
Overall Review Duration✔ (Selected by Default)
Pages
Project Due Date
Project ID
Project Name
Project Number
Project Priority
Project Status
Project Status Stage
Request Form
Request ID
Request Name
Request Number
Request Submitted Date
Request Type
Requester Name
Review Comments
Review Deadline✔ (Selected by Default)
Review Name✔ (Selected by Default)
Review Returned Date✔ (Selected by Default)
Review Sent Date✔ (Selected by Default)
Review Version
Reviewers Remaining on Tier
Specialties
Specialty - (Specialty Name)
Start Date✔ (Selected by Default)
Tags
Task ID
Tier Reviewers
Tiers
Time from Acceptance to First Proof
Time from Request to Acceptance
Time in "In Progress"
Time in "In Review"
Time in "Returned"
Time in "To Do"
Time Tracked (%)
Total Time Tracked
Work Description
Work Duration✔ (Selected by Default)
Work Priority
Work Name✔ (Selected by Default)
Work Status✔ (Selected by Default)
Work Status Stage
Work Type



Tasks Report: Available Columns & Filters



Available ColumnsAvailable Filters
Archived Status
Assignees
Blocked Status
Campaign Due Date
Campaign ID
Campaign Name
Campaign Number
Campaign Status
Comments
Completed Date✔ (Selected by Default)
Created Date✔ (Selected by Default)
Custom Field (Project)
Due Date✔ (Selected by Default)
Files
Level of Effort
Original Due Date
Project Due Date
Project ID
Project Name
Project Number
Project Priority
Project Status
Project Status Stage
Request Form
Request ID
Request Name
Request Number
Request Submitted Date
Request Type
Requester Name
Specialties
Specialty - (Specialty Name)
Start Date✔ (Selected by Default)
Tags
Task Description
Task Duration✔ (Selected by Default)
Task ID
Task Name✔ (Selected by Default)
Task Status✔ (Selected by Default)
Time from Request to Acceptance
Time in "In Progress"
Time in "To Do"
Time Tracked (%)
Total Time Tracked
Work Priority
Work Status Stage



Proofs Report: Available Columns & Filters



Available ColumnsAvailable Filters
Active Tier
Approval Status✔ (Selected by Default)
Archived Status
Assets
Assignees
Blocked Status
Campaign Due Date
Campaign ID
Campaign Name
Campaign Number
Campaign Status
Comments
Completed Date✔ (Selected by Default)
Created Date✔ (Selected by Default)
Current Version Duration
Custom Field (Project)
Due Date✔ (Selected by Default)
Files
Level of Effort
Overall Review Duration✔ (Selected by Default)
Pages
Project Due Date
Project ID
Project Name
Project Number
Project Priority
Project Status
Project Status Stage
Proof Description

Proof Duration✔ (Selected by Default)
Proof Name✔ (Selected by Default)
Proof Status✔ (Selected by Default)
Request Form
Request ID
Request Name
Request Number
Request Submitted Date
Request Type
Requester Name
Review Comments
Review Deadline✔ (Selected by Default)
Review Name✔ (Selected by Default)
Review Returned Date✔ (Selected by Default)
Review Sent Date✔ (Selected by Default)
Review Version
Reviewers Remaining on Tier
Specialties
Specialty - (Specialty Name)
Start Date✔ (Selected by Default)
Tags
Task ID
Tier Reviewers
Tiers
Time from Acceptance to First Proof
Time from Request to Acceptance
Time in "In Progress"
Time in "In Review"
Time in "Returned"
Time in "To Do"
Time Tracked (%)
Total Reviewers
Total Time Tracked
Work Priority
Work Status Stage



Duration Definitions

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. Calculated once the proof is marked as any "Completed" Status.


Time in "In Review": The total amount of time a proof has been in the "In Review" status across all versions.

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