Create a report dashboard for review and approvals

Last update: December 18, 2024

CREATED FOR:

  • User

You can create a report dashboard in the Canvas Dashboards area to display both high-level and detailed information about reviews and approvals with the new document approvals functionality.

IMPORTANT
This functionality is available only for customers using the new document approvals service and enrolled in the Canvas Dashboards beta.

example dashboard

Create a dashboard

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Dashboards.

  2. In the left panel, click Canvas Dashboards.

  3. Click New Dashboard.

  4. Name your dashboard.

  5. (Optional) Add a description.

  6. Click Create.
    add dashboard name and description

Once you create a dashboard, you can start adding KPIs, Charts, and Tables. See the following sections for more information:

Add high-level review and approval information with KPIs and Charts

You can view high-level information about document approvals with KPIs and charts. Drill-down information is not currently available in the beta.

KPIs

KPI examples

Pending approvals

  1. Create a dashboard as described in the section above.

  2. In the KPI card, click Add.

  3. Type Pending in the KPI Title textbox.

  4. Type Pending approvals in the KPI Caption textbox. This text describes what the KPI is showing.

  5. At the top of the page, click Select KPI Field.

  6. Scroll down and find the Document Approval folder.

  7. Choose Status, then select Count from the drop-down menu.

  8. Click Edit Filter > Add condition.

    1. Click into the empty condition filter, click Pick a Field, then choose Status.
    2. Leave the operator as Equal, and type pending review in the textbox.
      pending kpi filter example

  9. Click Done in the top-right corner of the screen.

Overdue approvals

  1. Create a dashboard as described in the section above.

  2. In the KPI card, click Add.

  3. Type Overdue in the KPI Title textbox.

  4. Type Approval Stage Deadline in the Past in the KPI Caption textbox. This text describes what the KPI is showing.

  5. At the top of the page, click Select KPI Field.

  6. Scroll down and find the Document Approval folder.

  7. Choose Status, then select Count from the drop-down menu.

  8. Click Edit Filter > Add condition:

    1. Click into the empty condition filter, click Pick a Field, then choose Deadline.
    2. Change the operator to Less Than, and toggle Relative date On, then type $$TODAY in the textbox.
      overdue kpi filter example

  9. Click Add condition:

    1. Click into the empty condition filter, click Pick a Field, then choose Status.
    2. Change the operator to Not Contains, then type approved in the textbox.
      overdue kpi filter example 2

  10. Click Done in the top-right corner of the screen.

Completed approvals

  1. Create a dashboard as described in the section above.

  2. In the KPI card, click Add.

  3. Type Completed in the KPI Title textbox.

  4. Type Approval Status Count in the KPI Caption textbox. This text describes what the KPI is showing.

  5. At the top of the page, click Select KPI Field.

  6. Scroll down and find the Document Approval folder.

  7. Choose Status, then select Count from the drop-down menu.

  8. Click Edit Filter > Add condition:

    1. Click into the empty condition filter, click Pick a Field, then choose Status.
    2. Change the operator to Contains, and type approved in the textbox.
      completed kpi filter example

  9. Click Add condition:

    1. Click And to change it to Or.
    2. Click into the empty condition filter, click Pick a Field, then choose Status.
    3. Change the operator to Equals, then type reviewed in the textbox.
      completed kpi filter example

  10. Click Done in the top-right corner of the screen.

Abandoned approvals

  1. Create a dashboard as described in the section above.

  2. In the KPI card, click Add.

  3. Type Abandoned in the KPI Title textbox.

  4. Type Approval deadline over 2 weeks past in the KPI Caption textbox. This text describes what the KPI is showing.

  5. At the top of the page, click Select KPI Field.

  6. Scroll down and find the Document Approval Stage folder.

  7. Choose Deadline, then select Count from the drop-down menu.

  8. Click Edit Filter > Add condition:

    1. Click into the empty condition filter, click Pick a Field, then choose Status.
    2. Change the operator to Not Contains, and type approved in the textbox.
      abandoned kpi filter example

  9. Click Add condition:

    1. Click into the empty condition filter, click Pick a Field, then choose Deadline.
    2. Change the operator to Less Than, then toggle Relative date On, then type $$TODAY-2w in the textbox.
      abandoned kpi filter example

  10. Click Done in the top-right corner of the screen.

Charts

Chart examples

Approvals by decision bar chart

  1. Create a dashboard as described in the section above.

  2. In the Chart card, click Add.

  3. Type Approvals by decision in the Name textbox.

  4. (Optional) Type a description in the Description textbox. This text displays as a tooltip next to the chart name.

  5. Click Open chart details.

  6. In the Chart type drop-down menu, leave Bar Chart selected.

  7. In the Bar type drop-down menu, leave Simple selected.

  8. Click Update field for the Bottom (X) axis, and choose the first Document Approval folder then Status.

  9. Set the Aggregation type to Count.

  10. Click Update field for the Left (Y) axis, and choose the first Document Approval option then Status.

  11. Click on the Filter tab filter tab icon .

  12. Click Edit Filter > Add condition:

    1. Click into the empty condition filter, click Pick a Field, then choose Document Version Version.
    2. Change the operator to Is Not Null.
      filter example

  13. Click Done in the top-right corner of the screen.

Revisions bar chart

  1. Create a dashboard as described in the section above.

  2. In the Chart card, click Add.

  3. Type Revisions in the Name textbox.

  4. Type Number of revisions for documents with incomplete decisions planned before the end of this month in the Description textbox. This text displays as a tooltip next to the chart name.

  5. Click Open chart details.

  6. In the Chart type drop-down menu, leave Bar Chart selected.

  7. In the Bar type drop-down menu, leave Simple selected.

  8. Click Update field for the Bottom (X) axis, and choose the first Document Approval folder then Document Version > Version.

  9. Set the Aggregation type to Count.

  10. Click Update field for the Left (Y) axis, and choose the first Document Approval option then Document Version > Document > Name.

  11. Click the Filter tab filter tab icon .

  12. Click Edit Filter > Add condition:

    1. Click into the empty condition filter, click Pick a Field, then choose Approval Stage Participants Decision Date.
    2. Change the operator to Is Null.
      revisions chart filter example

  13. Click Edit Filter > Add condition:

    1. Click into the empty condition filter, click Pick a Field, then choose Approval Stage deadline.
    2. Change the operator to Less Than or Equal, then toggle Set relative date On and type $$TODAYem in the textbox.
      revisions chart filter example

  14. Click Done in the top-right corner of the screen.