This article provides detailed explanations of the Approval Reports available in PPO:
- Approval Detail Report
- Outstanding Approvals Report
- Pending Approvals Report
- Document Approvals Tracking Report
The report includes all the fields on the Approvals entity for all approval records. This report is only available in datasheet view.
The report shows all the items that require approval (Approvals where the Approval Status is Ready or Declined). The report can be filtered further to only include approvals related to certain projects or specific approvers.
Pending Approvals Report
The report shows all the items that have not yet been submitted for approval (Approvals where the Approval Status is Pending). The report can be filtered further to only include approvals related to certain projects or specific approvers.
Document Approvals Tracking Report
This report shows the status of document approval records, specifically those that are awaiting approval from an approver or re-submission from the originator.
One can adjust the approvals displayed to include approved approvals (view of those who approved before you) and pending approvals (view of those who will be approving after you). This can be achieved through the report parameters: