How can I get reports on jobs that come in as proofs only? They are loaded in what we still call "ProoffHQ" not Workfront. | Community
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DannaMc
December 31, 2020
Question

How can I get reports on jobs that come in as proofs only? They are loaded in what we still call "ProoffHQ" not Workfront.

  • December 31, 2020
  • 1 reply
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    1 reply

    SamanthaIsin
    SamanthaIsin
    Level 7
    January 4, 2021

    Danna, when you say the jobs come in do you mean someone just uploads a proof and there is no project associated? I would use a custom view in proofHQ to build those reports. You can pull it into a dashboard via URL if you like.

    D
    DannaMcAuthor
    January 4, 2021

    Yes. There is I upload it as a proof only. There is no project associated with it otherwise.

    I do not have a custom view option that I can find. Do I need to be a admin to have that option?

    SamanthaIsin
    SamanthaIsin
    Level 7
    January 4, 2021

    No you do not. Here's how you do it:

    1. Select the view option in Workfront Proof.
    2. Select the icon with 3 bars and a + sign in the top left panel
    3. Build your custom view!

    Here is a link to more information: https://one.workfront.com/s/document-item?bundleId=workfront-classic&topicId=Content%2FWorkfront_Proof%2FWP_Work-ProofsFiles%2FManage_your_work%2Fcreate-and-manage-custom-views.html&_LANG=en

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