How to report on a particular Approval Stage?

[JamieHi]

We have a particular stage-gate approval for tasks with four different stages: 1) PMO Approval 2) Review Board (5 members, all must respond) 3) Financial Approval 4) CIO Approval I've been asked to produce a report that shows me those tasks using this approval process which are pending Review Board approval (i.e. "Review Board" is the current approval stage but not everyone has yet approved), versus those tasks which have been approved by the Review Board but are still pending overall approval (so the current approval stage is either "Financial Approval" or "CIO Approval") Is this possible? I can only figure out how to report on an approval process as a whole. Kind regards, Jamie Jamie Hill JLL EMEA

[BarryBu2]

Dear Jamie, You can explicitly filter for approval pending statuses by converting to text mode and appending :A to the end of the status code. So if you have approval pending to go to Current, use the standard interface to filter on Status = Current Then switch to text mode: status=CUR status_Mod=in And change the top line to status=CUR:A If you wanted to see any project needing approval for any status, you could do a filter on contains :A status=:A status_Mod=contains (and probably include / group by status in the report details so it makes more sense). Barry Buchanan Work Management Australia

[JamieHi]

Hi Barry, I should have been more specific sorry - this is regarding a task-level approval, rather than a project-level approval (i.e. of a change in a project's status). Regards, Jamie Jamie Hill JLL EMEA

[BarryBu2]

Dear Jamie, The technique still remains. Only the status code changes. That is, to show tasks that are 'Complete - pending approval' Create a filter to show tasks where status=complete. Switch to text mode. You should see status=CPL status_Mod=in Append :A to the end of the status code status=CPL:A status_Mod=in Voila. Optionally, you can switch back to standard mode to see Barry Buchanan Work Management Australia

[WesleySt]

I think this is similar to something I just implemented where I added a column that shows currentApprovalStep:name (pick currentApprovalStepID, and then change ID to :name in text mode) so that you can see the names of the current pending approval step, which you can then group by. Wesley Stocker Henrob