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SamanthaIsin
SamanthaIsin
Level 7
September 23, 2020
Question

Show me your proof reports!

  • September 23, 2020
  • 5 replies
  • 2209 views

I'm super interested in seeing any kind of document approval reports people have created to manage their proofs! Here is a screenshot of the report we're currently using, but it's in need of some upgrades!

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    5 replies

    KierstenKollins
    Community Advisor
    KierstenKollinsCommunity Advisor
    Community Advisor
    September 24, 2020

    Hi Samantha,

    I posted a question the other day in community to see if there is a way to pull the stage end time into a report like this to know when the route period has ended and the stage has locked. Have you happened to figure out a way to do that?

    Thanks,

    Kiersten

    SamanthaIsin
    SamanthaIsinAuthor
    Level 7
    September 24, 2020

    No, I haven't, but it would be extremely valuable to us.

      M
      MichaelGu
      Level 2
      September 24, 2020

      Hi Samantha,

      Here is one that we have setup for use, very similar to yours really. what else are you thinking that it needs ?

        SamanthaIsin
        SamanthaIsinAuthor
        Level 7
        September 24, 2020

        It depends on your use case - we typically have 10-15 people reviewing each proof so for us we had to know whose decisions were pending. Designers and proof managers were spending hours opening each proof and looking for a status on the proof.

        We have a monthly magazine and the project manager spends an hour each morning checking it's status and noting it in a spreadsheet. Then we spend a half an hour reviewing everything.

        If I can get this report perfected it will save over 15 collective hours per week. I wish I could see the deadline for each stage (since we usually have about 5) and mark the pending approvers with red text if they're past the deadline. Similar to what you would see in the proof details.

        M
        MichaelGu
        Level 2
        September 24, 2020

        I am looking to add an "Open Proof" button shortly

          SamanthaIsin
          SamanthaIsinAuthor
          Level 7
          September 24, 2020

          How soon will this be available? It would be extremely helpful.

          K
          KevinQu1
          Level 10
          September 24, 2020

          This is nice Samantha. Any chance you could list the fields used in each column?

          A
          AdinaPi1
          Level 9
          September 24, 2020

          How do you add the thumbnail and status column (and what kind of report is this)?

          SamanthaIsin
          SamanthaIsinAuthor
          Level 7
          September 25, 2020

          Thumbnail:

          displayname=Thumbnail

          linkedname=document

          namekey=view.relatedcolumn

          namekeyargkey.0=document

          namekeyargkey.1=documentthumbnail

          textmode=true

          tile.name=component.documentthumbnail

          valueformat=HTML

          viewalias=document:documentthumbnail

          Status columns:

          displayname=Pending Approvers

          listdelimiter=<p>

          listmethod=nested(proofApprovals).lists

          styledef.case.0.comparison.icon=false

          styledef.case.0.comparison.leftmethod=documentID

          styledef.case.0.comparison.lefttext=documentID

          styledef.case.0.comparison.operator=notblank

          styledef.case.0.comparison.operatortype=string

          styledef.case.0.comparison.righttext=

          styledef.case.0.comparison.trueproperty.0.name=fontstyle

          styledef.case.0.comparison.trueproperty.0.value=bold

          styledef.case.0.comparison.trueproperty.1.name=textcolor

          styledef.case.0.comparison.trueproperty.1.value=d30519

          styledef.case.0.comparison.truetext=

          textmode=true

          type=iterate

          valueexpression=IF({approverDecision}="pending"||{approverDecision}="Pending",CONCAT("•",{approver}.{name}))

          valueformat=HTML

          The pending approvers, approvers, etc. all come from the 'status' column.

            D
            David_S_Clary
            Level 2
            January 21, 2022

            Samantha, thank you for sharing this! I'm having problems finding or inserting the status icons as well, and I'm using a document version report. would you mind helping me out?

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