Tasks by Content - All Tasks Report

The Tasks by Content - All Tasks report contains information about all assigned tasks in the selected content. You can choose to include incomplete and complete tasks as well as tasks in upcoming levels.

Generate the report

In the navigation pane, click Reports, and then expand Tasks By Content (Documents, Assessments, Campaigns).
Click Tasks by Content - All Tasks.
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.
Click Users, and then select or clear the All Users check box. If you want to limit the documents included in the report to only those with tasks assigned to specific users, click Custom Selection, and then in the Roles list, select an option from the available list.
(Optional) Click Task Options, and then select or clear Incomplete – Overdue, Incomplete – Not Overdue, Complete, or Skipped to not include or exclude task assignments in the report results.
Select Upcoming to include information about tasks assigned in a subsequent level of the Collaboration (submitted to writers), Review, or Approval status. For example, if a selected document has three review levels and is currently in level 1 of the Review status, selecting Upcoming would also include information about tasks assigned to Review levels 2 and 3. If that same document also had multiple approval levels, selecting Upcoming would also cause the report to include information about upcoming approval tasks, even though the document is still in Review.
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.
Select Show optional tasks to include information about complete, optional reading tasks, where users marked documents as read even though they were not assigned reading tasks.
Select Content without tasks to include information from all selected content items, regardless of whether they include assigned tasks. For example, information about published documents with no assignee designations will be included in the report.
By default, Hide Excluded Tasks is selected. To change this setting, click and then click Show All Tasks or Show Excluded Tasks Only.
Click View Report.
In the Layout menu, do one of the following:
- Select Task Type to display data by the types of tasks, such as Read/Complete, Review, and Approve assigned to the selected content items.
- Select Task's Status to display data by whether the assigned tasks are Incomplete, Complete, Skipped, or Upcoming.
- Select Start/Publication Status to display data by the workflow status of the select item, such as Draft, Collaboration, Review, Approval, Pending, Approved, and Archived.
- Select Disclosure Overview to only display disclosures. The Data Type and Outcome columns contain disclosure specific data.
In the Summary pane, you can apply a chart type and change filters, see Working with the Report Summary Pane for detailed instructions.
In the Data pane, click to expand the headings (groupings) to view all report data.

(Optional)(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.

Assigned Proxy Author	Date Archived	Owner Site	Tasks: Read/Complete
Assigned Proxy Department	Date Assigned	Owner Unique Employee ID	Tasks: Reviewer
Assigned Proxy Email	Date Completed	Proxy User	Tasks: Submit for Review
Assigned Proxy Site	Date Last Submitted	Recurrence	Tasks: Writer
Assignee Task End Date	Date to Archive	Reference #	Time Spent
Campaign	Date User Started	Review Interval	Title
Complete Tasks	Days in Current Cycle	Start/Publication Status	Total Days in Workflow Step
Content Approval Date	Days Until Due	System Date Approved	Total Sessions
Content Creation Date	Due Date	Task Action	User
Content Effective Date	Due Status	Task Completed by Proxy	User Department
Content Language	External Review Date	Task Completed with Enhanced Validation	User Email Address
Content Next Review Date	Incomplete Tasks	Task is Compliance	User First Name
Content Start/Publication Date	Last Reviewed Date	Task Paused	User Job Title
Content Version	Original Creation Date	Task Type	User Last Name
Current Cycle	Outcome	Task's Cycle	User Number Two Attribute
Current Level	Owner	Task's Level	User Preferred Language
Data Type	Owner Department	Task's Status	User Site
Date & Time Completed	Owner Number Two Attribute	Tasks: Approver	User Unique Employee ID

(Optional) 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.
(Optional) After setting up the Summary pane and Data pane, create a custom layout to save your changes for future use. See Working with Custom Layouts for detailed instructions.
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.
To print the current report results, see Printing Report Results for detailed instructions.

Note: If dashboards are enabled, a widget (compact view) is automatically created for the report. If personal dashboards are enabled, you can add the report widget to My Dashboard. If the Home dashboard is enabled and you are a global or site administrator, you can add the report widget to the system-wide or site dashboard.