Can we create a report on the proofing notices for a freelancer?

Neha Kaushal

Hello,

I have a freelancer working on some creative projects. The creative tasks are assigned under my name, and I invite the freelancer user through proofing tool for reviewing assets etc. Is there a way I can create a report for all proofing notices or assignments the freelancer user has? @Tracey Marie Harris

Thank you!

Andrée Starå

Hi @Neha Kaushal

I hope you're well and safe!

Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

Here's a possible workaround or workarounds

• Add a column with different status options and indicate if it should be shown in the report.

Would that work/help?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @Neha Kaushal

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

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Neha Kaushal

Hi @Andrée Starå

Hope you are doing well! Thanks for your update.

Quick follow up question - what information should I feed into my report to pull the proofing information?

Thank you,

Neha Kaushal

Andrée Starå

@Neha Kaushal

I'm well. Thanks!

You're more than welcome!

There isn't any specific information except the Proofs themselves.

Make sense?

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