Looking for Proof metrics | Community
Skip to main content
ajdifonzo
Level 3
September 19, 2023
Solved

Looking for Proof metrics

  • September 19, 2023
  • 2 replies
  • 1194 views

Looking for suggestions from those using Proof.  Management is wanting to look at some metrics for proofs and I’m hoping that someone has this in place already and is willing to share.

Some of my thoughts were metrics like, number of proofs per project, avg number of versions per proof

The big challenge is that some users are still creating proofs directly in Proofing and not from the Workfront project the proof belong to, so when I pull a report from Workfront I can’t be sure I have a complete list of proofs. 

Best answer by Madalyn_Destafney

Hi there, I created a document version report I've used at a couple orgs to help show trend in avg # of versions (rounds) on proofs. You can filter this for proofs from any specific home group or home team, etc. as well as upload timeframe. You can have this be a bar chart and hopefully over time you're seeing the trend go down (fewer rounds per proof). 
NOTE: this is only a credible report if your users are versioning correctly, instead of uploading an entirely new proof for every round.
Example - it shows # of versions/rounds on X axis and how many proofs went that many rounds on Y axis. Helps find outliers (like why do we have any proofs going these double-digit rounds? and can click into them to find more).

This is how to build it:

Document version report
Columns:

Groupings:
group.0.groupdatesby=MY
group.0.linkedname=direct
group.0.name=Upload
group.0.notime=false
group.0.valuefield=entryDate
group.0.valueformat=atDateAsMonthString
group.1.iscollapsed=true
group.1.linkedname=direct
group.1.name=Versions/Rounds
group.1.valuefield=version
group.1.valueformat=string
textmode=true
Filters:


Chart:

2 replies

Richard_Carlson
Community Advisor
Community Advisor
September 20, 2023

My concern would be relating to the difficulty of tracking proofs made outside of Workfront.  Is there any way to stop this practice in order to introduce more consistency?  

 

I'm just curious how these users are accessing the proofing backend, can you simply remove the proof button from their Workfront layout?

ajdifonzo
ajdifonzoAuthor
Level 3
September 20, 2023

Ahhh getting a group of users to change how they do things and how they access Proof has been an uphill struggle.  

 

With that issue aside, for the proofs that are in Workfront from the project what metrics are being reported? 

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
September 20, 2023

Hi there, I created a document version report I've used at a couple orgs to help show trend in avg # of versions (rounds) on proofs. You can filter this for proofs from any specific home group or home team, etc. as well as upload timeframe. You can have this be a bar chart and hopefully over time you're seeing the trend go down (fewer rounds per proof). 
NOTE: this is only a credible report if your users are versioning correctly, instead of uploading an entirely new proof for every round.
Example - it shows # of versions/rounds on X axis and how many proofs went that many rounds on Y axis. Helps find outliers (like why do we have any proofs going these double-digit rounds? and can click into them to find more).

This is how to build it:

Document version report
Columns:

Groupings:
group.0.groupdatesby=MY
group.0.linkedname=direct
group.0.name=Upload
group.0.notime=false
group.0.valuefield=entryDate
group.0.valueformat=atDateAsMonthString
group.1.iscollapsed=true
group.1.linkedname=direct
group.1.name=Versions/Rounds
group.1.valuefield=version
group.1.valueformat=string
textmode=true
Filters:


Chart:

If this helped you, please mark correct to help others : )
ajdifonzo
ajdifonzoAuthor
Level 3
September 21, 2023

Thank you Madalyn, I like the visual of the chart to show quickly and clearly any trend.