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Looking for Proof metrics

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Level 3

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. 

1 Accepted Solution

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Correct answer by
Community Advisor

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).

Madalyn_Destafney_0-1695245349930.png

This is how to build it:

Document version report
Columns:

Madalyn_Destafney_1-1695245456129.png

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:

Madalyn_Destafney_2-1695245456134.png
Chart:

Madalyn_Destafney_3-1695245456135.png

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

View solution in original post

7 Replies

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Level 7

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?

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Level 3

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? 

Avatar

Correct answer by
Community Advisor

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).

Madalyn_Destafney_0-1695245349930.png

This is how to build it:

Document version report
Columns:

Madalyn_Destafney_1-1695245456129.png

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:

Madalyn_Destafney_2-1695245456134.png
Chart:

Madalyn_Destafney_3-1695245456135.png

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

Avatar

Level 3

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

I was just curious if this report would be able to report on proofs generated outside of Workfront, like described in the original post.

My guess is that the answer is no?

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Community Advisor

Ah sorry I missed that part. I haven't experimented with reporting on proofs uploaded directly in Proofing and not within the task or project in WF. You've tested and see those proofs do not pull in? At first I'd think they would because it's still WF/share the same WF domain...

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

As difficult as it might be, I think that step 1 would be for everyone to only generate proofs in Workfront