Tasks by Campaign - All Report

The Tasks by Campaign - All report shows all tasks completed for the selected campaign(s), including tasks completed in the past, tasks completed more than once, and in statuses other than the currently active one.

Generate the report

  1. In the navigation pane, click Reports, and then expand Campaign Reports.
  2. Click Tasks by Campaign - All.
  3. Select content items to include in the report, and then click OK.
    • All available report options are on the left. The number of selected items displays next to the Content option. To change your selection, click Content.

    Note: If you change your content selection after clicking View Report, click View Report again to refresh.

  4. To limit the content items included in the report to only those with tasks assigned to specific users, click Users, click Custom Selection, and then select users in the same way as you would for a user-based report. See Selecting Users for Reports for more information.
  5. Click Task Options, and then select or clear Incomplete – Overdue, Incomplete – Not Overdue, Complete, Skipped or Upcoming tasks in the report results.

  6. To filter content items to only those within a specific date range, click Choose a date, and then click Date Completed or Date Assigned (the date when an assigned task was completed or assigned).

    The default date range is the last 30 days from today's date. To change this setting, click , select a different preset date range, and then click Apply. If you select Custom Range, also select a start and end date, and then click Apply.

  7. By default, Show All Tasks are selected. To change this setting, click and then click Hide Paused Tasks or Show Paused Tasks Only.

  8. Click View Report.
  9. In the Layout menu, do one of the following:

    • Select Campaign View to display status information for each task associated with a campaign.

    • Select Disclosure View to only display disclosures. The Data Type and Outcome columns contain disclosure specific data.

  10. In the Data pane, click to expand the headings (groupings) to view all report data.
  11. (Optional) In the Data pane, click , and then click Show/Hide Columns to select or clear column check boxes that you want to include in the Data pane. The following list includes the names of the available columns.

    Note: If you created custom attributes, the data associated with those attributes appears in the report as column names with the format User [custom attribute name] or Owner [custom attribute name]. For example, if you added a custom attribute named Hire Date, the corresponding column available in this report will be named User Hire Date or Owner Hire Date.

    Actual Task Item Content Start/Publication Date Localization Type Task Completed with Enhanced Validation
    Actual Task Item LanguageContent StatusOriginal Creation DateTask Paused
    Actual Task Item Localization Type Content VersionOverdueTask's Status
    Actual Task Item Reference # Critically Due Overdue When Completed Time Spent
    Actual Task Item Status Date & Time CompletedOwnerTitle
    Assigned Proxy AuthorDate Archived Owner Department Total Sessions
    Assigned Proxy Department Date Assigned Owner Number One Attribute User
    Assigned Proxy EmailDate CompletedOwner Number Two AttributeUser Department
    Assigned Proxy SiteDate to ArchiveOwner Site User Email Address
    Assignee Task End Date Date User Started Owner Southern Region Owner User First Name
    CampaignDays Until Due Unique Employee IDUser Job Title
    Campaign StatusDue DateProxy UserUser Last Name
    Complete Tasks Due Status Reference # User Number One Attribute
    Content Approval DateExternal Review DateReview Interval User Number Two Attribute
    Content Creation DateIn Warning PeriodSystem Date ApprovedUser Preferred Language
    Content Effective DateIncomplete Tasks Task Action User Site
    Content LanguageLast Reviewed DateTask Completed by Proxy User Southern Region
    Content Next Review Date Localization Original's TitleTask Completed on Localized Copy User Unique Employee ID
  12. Customize the Data pane to show only the data you need in the way you want it represented, see Working with the Report Data Pane for detailed instructions.

  13. (Optional) After setting up the Data pane, you can create a custom layout and save it for future use, see Working with Custom Layouts, for detailed instructions.
  14. To save the current selections of the report, click , type a name and description, and then click OK.

    Note: To access a saved report, click Reports, and then expand My Saved Reports.

    • (Optional) To make the report available to others, click Move to System Saved Reports. When the report saves, others can view the report in the Reports > System Saved Reports category.

  15. To print the current report results, see Printing Report Results for detailed instructions.

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