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Pending Approvals Report (WIP)

Overview

The Pending Approvals Report will show any jobs in Pending status that a Manager/Contact is assigned to and is awaiting approval.  

NOTE: Pending status must exist as one of your Job Statuses to utilize this report.

 

How to pull the report

1. Open the reports page by going to Quick Links menu>Reports. This report is found under the Job Reports section.

2. Choose the format you wish to export this report to.

3. Click the Run Report button.

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Report Contents

The full list of parameters include:

  • Job ID
  • Job Title
  • Client Name
  • Current Approver Name
  • Job Creator
  • Job Creator Date
  • Days Open
  • Approvers 

 

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