Approver Report for Tasks | Community
Skip to main content
ty-simpson
ty-simpson
Level 2
Jul 25, 2023 3:36 PM UTC
Question

Approver Report for Tasks

In my team's workspace, we have projects that have tasks that require multiple approvals. Is there a way to report on Task Approvals at the approver level? I was able to build a report for Task Approvals, however, its only at the overall approval level. I'd like to build a report that breaks it down even further to track each approver.

 

In other words, in a task that has multiple required approvals - I want to be able to see the approval status for each approver so that I can see- at a glance- who has approved or not approved.

    3 replies

    Matt_McCarthy
    Level 2
    Jan 2, 2025 8:43 PM UTC

    Something similar was posted in another thread that I thought you might find useful.

    Task Report showing approvers by stage:
    https://experienceleaguecommunities.adobe.com/t5/workfront-questions/task-report-showing-approvers-by-stage/m-p/709621#M63800  

    Translate
      NicholeVargas
      Employee
      Aug 2, 2023 10:42 PM UTC

      @ty-simpson Reporting on approvals is fairly limited, as you can only see data on the process as a whole (approvers, approval start date, approval completion date, current approval stage name) rather than by the details of each stage. 

      There are a few ideas already posted on this exact ask (see here), so I'd recommend that you comment or up-like this feature request. And I can happily bring this to the attention of Workfront Product again for additional visibility. 

      I imagine you would like to breakdown each stage of the approval process and see who is the current approver, what date the approval was sent over, what day a decision was made, etc., but if there are other data points you'd like to see, please let me know so that I can work on building a complete business case! 

       

       

      Translate
      Madalyn_Destafney
      Madalyn_Destafney
      New Participant
      Jul 25, 2023 4:17 PM UTC

      Assuming you have a task report filtered to only show tasks associated with X approval process, you could have it grouped by task approver name, with a column for approval status. Or project name grouping, then task name grouping, and a column for approval status.

      Translate
      If this helped you, please mark correct to help others : )
      Terms & ConditionsAccessibility statement

      Loading footer...