Doug very nicely helped me get to a new level of how to use graphs in a report to show the status based on a specific filter of proofs, where the decisions stand. Background: we are launching a new website and all the pages are proofs, and there are multiples of people who have to approve each proof, so there are hundreds of these proofs. Watch the recording to see how we made a bar graph that shows at a glance where we are in the proofing process.
Hi Jill & Doug,
I really want to do this type of report, I watched the video and tried to build one along with it BUT it looks like all of your columns must be using text mode because those options are not available to me within the proof approval report. (unless you used a different report type). Is there any chance you are willing to share the text modes for those columns for me to recreate this?
I *think* I started this report with an existing Proof Approvals report ‚Äì like the kind that was built in when we started ‚Äì and it had those columns already there but maybe someone helped me with those, I can’t actually remember, it was at least a week ago! Here are the text modes for the ones that aren’t available. The other columns are “normal” choices.
@Doug Den Hoed‚ @Jill Ackerman‚
Hey - just found this after watching the Proofing Virual User Group video and have tried to replicate the report in our instance.
Having trouble with the text mode - it looks like the Project Name text mode is the same as Proof Owner & when I tried to set up the grouping it doesn't like the text mode at all! Not sure what I am doing incorrectly so any guidance is much appreciated!
Agreed; we developed the report in Jill's environment together, but from the video (I just scanned it again), it looks like Project Name is nothing special and just for reference, so I suggest you delete that column and simply re-add, no textmode required.
@Jill Ackerman‚ if that's correct, may I suggest you delete that column from your post above (and double-check / add any other columns that do need textmode)?