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 WorkProofsTasksRequestsReviewsUserTime
Accepted Date




X


Active Tier

XX




Approval Status

XX




Archived StatusXXXXXXX
X
Assets

X X

X

Associated Work Members




X


Associated Work Name




X


Associated Work Status




X


Associated Work Type




X


Campaign DescriptionXXXXX



Campaign DurationXXXXX



Campaign StatusXXXXX



Category







X
CommentsXX X X X



Completed Date (UTC)XX X X X
X

Created Date (UTC)XX X X X



Current Version Duration

X X




Custom Field (Campaign)X







Custom Field (Project)
XXXX
X

Date Worked







X
Due Date (UTC)XX X X X
X

Email Address






X
FilesXX X X X X


Last Login






X
Level of EffortXX X X X



MembersXX X XX



Next Incomplete Item
X






Next Incomplete Item Due Date
X






Notes







X
Overall Review Duration

X X




Overall Version Status





X

Pages

X X

X

Project Description
X






Project Due Date (UTC)

X X X



Project Duration
X






Project Name
X X X X
X
X
ProjectsX







Project Status
X XXX
X

Proof Description


X




Proof Duration


X




Proof Name


X

X

Proof Status


X

X

Proof Subject

X X

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




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 End Date (UTC)

XX

X

Route Tier #





X

Start Date (UTC)XXXXX
X

Submitted




X


TagsXXXXXX


Task Description



X



Task Duration



X



Task Name



X



Task Status



X



TasksXX






Tier Reviewers

XX




Tiers

XX




Time from Acceptance to First Proof




X


Time from Acceptance to First Proof
XXX




Time from Request to AcceptanceXX X XX



Time in "In Progress"
X XXX



Time in "In Review"

XX




Time in "Returned"

XX




Time in "To Do"
XXXX



Time Tracked (%)XXXXXX


Total Reviewers

XX




Total Time TrackedXX XXX



User Created






X
User Status






X
Work Description

X





Work Duration

X





Work Name

X




X
Work Status

X


X

Work Type

X






Duration Definitions

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

Campaign Duration: The total amount of time starting when a campaign is changed to any "In Progress" status 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.

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

Proof Duration: The total amount of time starting when a proof is changed to "In Progress" and ending when it is marked as “Completed."

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

Task Duration: The total amount of time starting when a work item is changed to "In Progress" and ending when it is marked as “Completed."

Work Duration: The total amount of time starting when a work item is changed to "In Progress" and ending when it is marked as “Completed."

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 ProofsTasksRequestsReviewsUserTime
Approval Status


X




Archived StatusXX X X X X X
X
Associated Work Members




X


Associated Work Type




X

X
Campaign Name
X X X X


X
Campaign StatusX







Category







X
Custom Field (Campaign)*X







Custom Field (Project)*
X



X

DateXXXXXX
XX
MembersXXXXX


X
Overall Version Status





X

People






X
Project Name

XXX


X
Project Status
XX


X

Project Status Stage
X
X
X
X




Proof Name





X

Proof Status


X

X

Proof Subject





X

Proof Version





X

Request Acceptor Name




X


Request Status




X


Request Type







X
Requester NameXXXXXX


Review Duration





X

Reviewer Approval Status





X

Reviewer Invited Date





X

Reviewer Name





X

Reviewer Opened Date





X

Reviewer Submitted Date





X

Reviewer Type





X

Route End Date





X

Role






X
Role Type






X
TagsXXXXXX


Task Status



X



User Status






X
Work Status

X





Work Type

X





Version Sent Date





X

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