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Viewing Assigned Approvals via a report / dashboard

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Level 1

Before unified approvals became a thing, we used to be able run reports showing assigned approvals that any user could run for themselves using the $$USER.ID wild card. Now, the only place that assigned approvals are listed is the home page and I haven't been able to figure out how to create a report similar to the one we used to use. I would be willing to switch to using the home page but, as someone managing a team with assigned tasks, I can't filter tasks by working group on the home page. I'm left with having to use a custom dashboard / report to manage tasks and issues, and the home screen to manage approvals. Is there a way to create a report that could be added to my custom dashboard and list all of my assigned approvals?

1 Accepted Solution

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Correct answer by
Community Advisor

Hi there, are you enrolled in the canvas beta? I suggest doing that and if you're using the updated document approvals for proofs you can make approval-related reports in Canvas. This is a thorough article outlining exactly how to go about that.

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

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2 Replies

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Correct answer by
Community Advisor

Hi there, are you enrolled in the canvas beta? I suggest doing that and if you're using the updated document approvals for proofs you can make approval-related reports in Canvas. This is a thorough article outlining exactly how to go about that.

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

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Level 1

Thanks for the quick response. I did review those instructions earlier but knew that we were not participating in the canvas beta. I'll check with our local admin to see if there is any interest in signing up.