Approver Report for Tasks

Forum|Forum|2 years ago
July 25, 2023
3 replies
1211 views

In my team's workspace, we have projects that have tasks that require multiple approvals. Is there a way to report on Task Approvals at the approver level? I was able to build a report for Task Approvals, however, its only at the overall approval level. I'd like to build a report that breaks it down even further to track each approver.

In other words, in a task that has multiple required approvals - I want to be able to see the approval status for each approver so that I can see- at a glance- who has approved or not approved.

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Madalyn_Destafney

Community Advisor

Assuming you have a task report filtered to only show tasks associated with X approval process, you could have it grouped by task approver name, with a column for approval status. Or project name grouping, then task name grouping, and a column for approval status.

If this helped you, please mark correct to help others : )

NicholeVargas

Adobe Employee

@ty-simpson Reporting on approvals is fairly limited, as you can only see data on the process as a whole (approvers, approval start date, approval completion date, current approval stage name) rather than by the details of each stage.

There are a few ideas already posted on this exact ask (see here), so I'd recommend that you comment or up-like this feature request. And I can happily bring this to the attention of Workfront Product again for additional visibility.

I imagine you would like to breakdown each stage of the approval process and see who is the current approver, what date the approval was sent over, what day a decision was made, etc., but if there are other data points you'd like to see, please let me know so that I can work on building a complete business case!

M

Matt_McCarthy

Level 2

Something similar was posted in another thread that I thought you might find useful.

Task Report showing approvers by stage:
https://experienceleaguecommunities.adobe.com/t5/workfront-questions/task-report-showing-approvers-by-stage/m-p/709621#M63800