Content Due for Periodic Review Report

The Content Due for Periodic Review report contains the status of all tasks for content items that are due for periodic review. You can choose to include tasks that are overdue or due soon.

Generate the report

In the navigation pane, click Reports, and then expand Tasks By Content.
Click Content Due for Periodic Review.
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 checkbox. 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) In Task Options, select to clear Overdue or Due Soon check boxes to not include those tasks within the content item's designated warning period.
Click View Report.
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) 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	Content Version	External Review Date	Owner Site
Assigned Proxy Department	Current Cycle	In Progress Status	Owner Southern Region
Assigned Proxy Email	Current Level	In Progress Title (Version)	Owner Unique Employee ID
Assigned Proxy Site	Date Archived	Last Reviewed Date	Recurrence
Assignee Task End Date	Date Assigned	Localization Original's Title	Reference #
Content Approval Date	Date Last Submitted	Localization Type	Review Interval
Content Creation Date	Date to Archive	Original Creation Date	System Date Approved
Content Effective Date	Days in Current Cycle	Owner	Task Action
Content Language	Days Until Due	Owner Department	Title
Content Next Review Date	Due Date	Owner Number One Attribute	Total Days in Workflow Step
Content Start/Publication Date	Due Status	Owner Number Two Attribute

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.
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.