Assignee Groups Report

The Assignee Groups report lists content items to which specific reviewer groups have been assigned. The report does not include content with previously completed group tasks and content with upcoming group task assignments.

Generate the report

  1. In the navigation pane, click Reports, and then expand Tasks by Group.
  2. Click Assignee Groups.
  3. Select one or more assignee groups, and then click OK.
    • Unlike when selecting writers, reviewers, and approvers, when selecting assignees, you can also select departments, department groups, job titles, and job title groups. That is because each of these entities is treated as a group when designating assignees, whereas selecting any of these entities for writers, reviewers, or approvers simply facilitates adding multiple users at once.

    • All options available for this report are displayed on the left. The number of currently selected groups is displayed after the Groups option, which you can click anytime to change your user selection.

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

  4. (Optional) Click Task Options, and do any of the following:
    • Select Incomplete - Overdue to include only those of the currently selected groups with incomplete and overdue task assignments.

    • Select Incomplete - Not Overdue to include only those of the currently selected groups with incomplete and not overdue task assignments.

    • Select Complete to include only those of the currently selected groups with complete task assignments.

    • 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 Groups without tasks to include only those of the currently selected groups without tasks.

  5. Click View Report.
  6. In the Summary pane, you can apply a chart type and change filters, see Working with the Report Summary Pane for detailed instructions.
  7. In the Data pane, click to expand the headings (groupings) to view all report data.
  8. (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.
    Assigned Proxy Author Date Assigned Owner DepartmentThird-Party Department
    Assigned Proxy Department Date Completed Owner SiteThird-Party Job Title
    Assigned Proxy Email Date Last SubmittedOwner Unique Employee ID Title
    Assigned Proxy Site Date to Archive Recurrence Total Days in Workflow Step
    Assignee Task End Date Days in Current CycleReference #User
    Content Approval Date Days Until Due Review Interval User Department
    Content Creation Date Due Date System Date ApprovedUser Email Address
    Content Effective Date Due Status Task Action User First Name
    Content Language External Review Date Task Completed by Proxy User Job Title
    Content Next Review Date GroupTask Completed on Localization Copy User Last Name
    Content Start/Publication DateGroup SiteTask Completed with Enhanced Validation User Preferred Language
    Content StatusGroup TypeTask Paused User Site
    Content Version Last Reviewed DateTask Type User Unique Employee ID
    Current CycleLocalization Original's Title Task's CycleUser in Group
    Current Level Localization TypeTask's Level 
    Date & Time Completed Original Creation DateTask's Status 
    Date ArchivedOwner Third-Party Account Name 
  9. 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.

  10. (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.
  11. 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.

  12. 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.

Related Topics Link IconRelated Topics