Reporting Reference Guidemail_outline

Available Columns

Here are the columns you can add to the Campaigns, Projects, All Work, Proofs, Tasks, Requests, Reviews, User, and Time reports, respectively:

Column NameCampaignsProjectsAll WorkProofsTasksRequestsReviewsUsersTime
Accepted Date




X


Active Tier

XX




Added By






X

Approval Status

XX




Archived StatusXXXXXXX
X
Assets

X X




Associated Work Members




X


Associated Work Name




X


Associated Work Status




X


Associated Work Type




X


Blocked Status

X
X
X




Campaign DescriptionX







Campaign Due date & Time
X
X
X
X




Campaign DurationX
X





Campaign Name
X
X
X
X



X
Campaign StatusXXXXX



Category







X
CommentsXX X X X



Completed Date (UTC)XX X X X X


Created Date (UTC)XX X X X X


Current Version Duration

X X




Custom Field (Campaign)X







Custom Field (Project)
XXXX
X

Date Worked







X
Due Date & TimeXX X X X X


Email Address






X
FilesXX X X X X


Job Title






X

Last Login






X
Level of EffortXX X X X



MembersXX X XX



Next Incomplete Item
X






Next Incomplete Item Due Date & Time
X






Notes







X
Overall Review Duration

X X




Overall Version Status





X

Pages

X X




Project Description
X






Project Due Date & Time (UTC)

X X X



Project Duration
X






Project Name

X X X
X
X
Project Number
X
X
X
X




Project Priority
X
X
X
X




ProjectsX







Project Status
X XXX
X

Proof Completed Date





X


Proof Created Date





X


Proof Description


X




Proof Due Date & Time





X


Proof Duration


X




Proof Name


X

X

Proof Start Date & Time





X


Proof Status


X

X

Proof Subject


X




ProofsXX






Request Accepted By




X


Request Duration




X


Request Form




X


Request NameXX X XX


X
Request Status




X

X
Request Submitted Date (UTC)XXXXX



Request Type
XXXX


X
Requester NameXX XXXX

X
Review Comments

XX




Review Deadline

X
X


X


Review Name

X
X


X


Reviewer Duration





X

Review Returned Date (UTC)

XX




Review Sent Date (UTC)

XX

X

Review Version

XX

X

Reviewer Approval Status





X

# of Reviewer Comments





X

Reviewer Invited Date





X

Reviewer Opened Date





X

Reviewer Submitted Date





X

Reviewer Name





X

Reviewer Type





X

Reviewers Remaining on Tier

XX




Role






X
Role Type






X
Route Tier #





X

Start Date & Time (UTC)XXXXX



Submitted Date




X


TagsXXXXXX


Task Description



X



Task Duration



X



Task Status



X



TasksXX






Tier Reviewers

XX




Tiers

XX




Time from Acceptance to First Proof
XXX
X


Time from Request to AcceptanceXX X XXX


Time in "In Progress"
X XXX



Time in "In Review"

XX




Time in "Returned"

XX




Time in "To Do"
XXXX



Time Tracked (%)XXXXXX

X
Total # of Asstes





X


Total # of Pages





X


Total Reviewers

XX




Total Time TrackedXX XXX X


User Created






X
User Status






X
Work Description

X





Work Duration

X





Work Name







X
Work Priority 

X
X
X




Work Status

X





Work Type

X





Version Sent Date





X



Duration Definitions

Duration Metrics are calculated every day at 6am and 6pm ET

Request Duration: The total amount of time starting when a request is created and ending when it is marked as any “Completed" status. 

Campaign Duration: The total amount of time starting when a campaign is created and ending when it is marked as any “Completed" status.

Project Duration: The total amount of time starting when a project is created and ending when it is marked as any “Completed" status (including custom project statuses).

Work Duration: The total amount of time starting when a work item is created and ending when it is marked as any “Completed" status.

Task Duration: The total amount of time starting when a work item is created and ending when it is marked as any “Completed" status.

Proof Duration: The total amount of time starting when a proof is created and ending when it is marked as any “Completed" status.

Current Version Duration: The total amount of time the current version of a proof is in the "In Review" status.

Overall Review Duration: The total amount of time all versions of a proof are in the "In Review" status.

Reviewer Duration: Available only in the Reviews Report. The total amount of time starting when a review is sent to the reviewer and ending when the reviewer submits their approval status. Any proofs currently in review are not included until they return. This is most helpful for closed projects/ work.

If you have Business Days enabled, all durations will exclude non-business days.

Available Filters

Here are the filters you can use with each report type: 

FiltersCampaignsProjectsAll Work ProofsTasksRequestsReviewsUsersTime
Approval Status


X




Archived StatusXX X X X X X
X
Associated Work Members




X


Associated Work Type




X

X
Blocked Status

X
X
X




Campaign Name
X X X X


X
Campaign StatusX







Category







X
Custom Field (Campaign)*X







Custom Field (Project)*
X



X

Date > Accepted 




X



Date > CompletedXXXXXX


Date > CreatedXX
X
X
X
X



Date > DueXX
X
X
X
X



Date > Invited





X


Date > Last Login






X

Date > Opened 





X


Date > Project Due

X
X
X




Date > Request SubmittedXX
X
X
X
X
X


Date > Sent


X


X


Date > StartedXX
X
X
X




Date > Returned 


X





Date > Review Deadline


X


X


Date > Worked







X
MembersXXXXX


X
Overall Version Status





X

People






X
Project Name

XXX


X
Project Priority 
X
X
X
X




Project Status
XXXX
X

Project Status Stage
X
X
X
X




Proof Name





X

Proof Status


X

X

Request Accepted By




X


Request Status




X


Request Type







X
Requester NameXXXXXX

X
Reviewer Approval Status





X

Review Name





X

Reviewer Type





X

Review Version





X


Role






X
Role Type






X
TagsXXXXXX


Task Status



X



User Status






X
Work Priority

X
X
X




Work Status

X





Work Type

X





*Number and Date Custom Fields are not available as filters in reports.