Custom Reports
Can a custom report be pulled showing specific document types in a specific workflow status? The review overview report now shows ALL documents in Review. I am looking for a way to filter the documents in review by workflow status, document category, or document type?
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Comments
If you pull a 'Get Categories' API report through Excel, it is possible to filter the documents in a given category by Review Status. Document types and workflow status are currently not included in the attributes:
If this is something that can help, just let me know and I can provide more info to get this done.
Yes this will help. Can you tell me how to do this?
Hi Vasz Lajos Attila
I have to admit that I don't know how to achieve the result that you are presenting above.
Would you mind explaining how to go about this?
Hi Linnéa Olsson
Its a bit long process to explain here, so sent you an email, feel free to forward it to Blair.
If you have any questions, feel free to ping me
I agree with Linnea I have not figured out how to achieve the result you presented above either.
Hi Vasz Lajos Attila! I'm interested in the process you used to achieve the results above. Would you mind sending that to me as well?
Thank you!
Hi, I am wanting to create a report to demonstrate at what stage each manual is at in Webmanuals. Whether it is published, or if not, at what stage in the work flow it is at.
I am not sure I understand from the description above if I know where to go to create such a report and where to export to Excel. Any advice would be appreciated.
Many thanks
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