There are several reports to choose from to gain insight into the efficiency and workflow of your proofs.
Reports
Proofs with my decision
This report will show all proofs you have made a decision on.
Approved proofs
This report will show how efficiently proofs are getting approved (how many versions, the number of comments collected along the way, and how long it took from beginning to when final approval was given).
Proofs out in review
This report shows proofs out in review (those in a status of ‘in proofing’), and where the hold-up is (the current workflow step, and the reviewers in that step who haven’t yet made their decision).
Proofs out in review (overdue only)
This report shows proofs where the due date has passed (those in a status of ‘in proofing’ and are ‘overdue’) and where the hold-up is (the current workflow step, and the reviewers in that step who haven’t made their decision yet).
Proofs back from review
This report shows proofs have been returned to the proof owner (in status of ‘to-dos requested’ or ‘awaiting new version’).
To generate a report
Step 1
Click your avatar and select reporting.
Step 2
Select a report from the drop-down list, enter the date range if applicable, and click generate report.
The report will be emailed to you as a csv file.
Team reporting
Team administrators on the Team and Teams Plus plans can also produce reports on how well the team’s proofs are performing.
If you are the team administrator you will see additional options on the drop-down menu to generate reports on all proofs produced by your team.
Team reporting: Enterprise plan only
For enterprise customers, team administrators will see additional team reports:
Team: Reviewer activity on proofs.
Search by a reviewer’s email address and proof created date range.
See when the reviewer was invited to the proof, when their decision was submitted, how many comments they made, and the time taken to respond.
Name, reference, version number, create and due dates, current proof status, and approval dates for approved proofs are included in the report.
Team: Decisions on proofs.
Search by proof due date date range.
See when reviewers were invited to the proof, when decisions were submitted, and the time taken to respond.
Name, reference, version number, create and due dates, current proof status, and approval dates for approved proofs are included in the report, as well as the number of comments.
Both these reports can be used to identify bottlenecks and track reviewing targets.
Note
Due to changes in data capture, these two reports are available for proofs created after 15 June 2023.