How to generate approval status report

  • Updated

Who can use this feature?
PLM premium and PLM professional
account-multiple.png Admins and Supervisors

In this article, we'll cover  -



1. What is an approval status report

An approval status report is the summary of the approval status recorded for each selected card during product development. This is particularly helpful in managing deadlines and deliverables.



You can generate this report by three filters: techpack, folder, and keyword


Techpack - The report will be generated for the selected techpack.

Folder - The report will contain all the techpacks in the selected folder.

Keyword - The report will contain all the techpacks with your provided keywords.




2. How to generate approval status report


Make sure to add approval status and due date in every card of a techpack before generating approval status report. You can do that through individual card settings.
Learn more here



Step 1: Click on the menu icon mceclip0.png located in the top left corner of your account.




Step 2: Click on this Reports option from the dropdown menu. 




Step 3: Click on + add report in the top navigation bar to generate a new report.




Step 4: Go to add reports and type the mceclip2.png name of the report.




Select the approval status option from the dropdown option.




Your selection will look like the image below.



Step 5:  Select themceclip3.png object from the dropdown that appears with which you want to filter the chart and mceclip4.png type the name of the object you selected in the space provided.




Please enter at least 4 characters in the object name or otherwise the filter would not be activated.



Step 6:  Click on mceclip2.png filter and the list of all the techpacks under that object will appear.




Step 7:  Click on mceclip3.png add to add that techpack in the report. You can also select mceclip8.png add all to report to include the whole list. 

Step 8: Click on mceclip9.png generate report to generate the approval status report.  




The approval status report will be generated for each selected cardmceclip0.png listed approval status mceclip1.png

approval due datesmceclip2.png techpack under the set filter appears as a separate row. 




Step 9: Once you get the report, you can also customize your report with any selective information by adding or removing data columns from your techpacks.

Click on this Vector1.png  icon to add/remove columns in your report.




Step 10: A pop-up called Manage Columns appears on your screen when you click on add/remove column icon where you have the option of choosing information columns. Click on the tick_box.png tick boxes as per your requirement.

Your report customizes after you have selected your column customization.

Here is a gif to show you how to do it.




Step 11: You can also download the report as a csv file by clicking on the DOWNLOAD.jpg.png download icon located on the top right corner of the report.





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