Report - Proofing review
Hello,
Is there a way to create a report that would allow me, in a workspace, to have all the lines where there is an unfinished proofing review?
Best Answer
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Hello @Julie Barbeau ,
I've tried many different methods of having a Report show unreviewed Proofs, but the only feasible method I was able to think of, was to have a checkbox in your Sheet, where you manually check this when the Proof has been complete.
From here, you can then create a Report for unchecked checkboxes to show the total of unreviewed/uncomplete reviews.
Let me know if you have any questions.
Regards
Sean
Answers
-
Hello @Julie Barbeau ,
I've tried many different methods of having a Report show unreviewed Proofs, but the only feasible method I was able to think of, was to have a checkbox in your Sheet, where you manually check this when the Proof has been complete.
From here, you can then create a Report for unchecked checkboxes to show the total of unreviewed/uncomplete reviews.
Let me know if you have any questions.
Regards
Sean
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I hope you're well and safe!
I got excellent news. Proofing is now supported in reports.
You can view, upload, and manage proofs from reports, similar to how users interact with proofs from the grid. You can easily open existing proofs aggregated from multiple sheets, upload new proofs, and quickly take action without leaving the report.
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå it's a great news! Is there a way to filter the report to see only rows with proofing from many grid? I didn't find it.
Thanks for your help :)
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Excellent!
You're more than welcome!
Unfortunately, it's not possible at the moment to filter on proofing, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment
As a possible workaround, you could maybe add a so-called helper column and then filter on that.
Would that work/help?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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