Owner - Periodic Review Tasks (by User) Report

The Owner - Periodic Review Tasks report provides details about the selected users' tasks for performing a periodic review on an approved content item. 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 User.
Click Owner - Periodic Review Tasks.
Select the users you want to include in the report, and then click OK. If needed, you can filter the user list by selecting a role in the Roles field.
- 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. If you change your content selection after clicking View Report, click View Report again to refresh.
(Optional) To limit the selected users to only those assigned to specific content, click Content, and then select items in the same way as you would for a content-based report. See Selecting Content for Reports for detailed instructions.
(Optional) To narrow report results, in Task Options, clear the Overdue or Due Soon check box.
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.

Assigned Proxy Author	Content Start/Publication Date	Due Date	Owner Department
Assigned Proxy Department	Content Version	Due Status	Owner Site
Assigned Proxy Email	Current Cycle	External Review Date	Owner Unique Employee ID
Assigned Proxy Site	Current Level	In Progress Status	Recurrence
Assignee Task End Date	Date Archived	In Progress Title (Version)	Reference #
Content Approval Date	Date Assigned	Last Reviewed Date	Review Interval
Content Creation Date	Date Last Submitted	Localization Original's Title	System Date Approved
Content Effective Date	Date to Archive	Localization Type	Task Action
Content Language	Days in Current Cycle	Original Creation Date	Title
Content Next Review Date	Days Until Due	Owner	Total Days in Workflow Step

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 Data pane, you can create a custom layout and save it 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.
(Optional) To print or save the current report results, refer to 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.