Creating Listing Reports for Approvals View

Listing reports are used to populate the Approvals view with voting items. Administrators can specify multiple reports for the Approvals view. The items are concatenated into one list, meaning if an item appears on two reports, it will only appear once on the list.

Each Listing report must meet the following criteria:

• Privilege Category - Cannot be private reports. Also, be sure to verify that users have access to run the reports and view report results. For example, adding the report at the Base Project may prevent users from seeing results in their Approvals view.
• Report Type - Listing
• System fields as display columns
  • Last Modified Date
  • Owner
  • Submit Date
  • State
  • Title
• Search Filter
  • Owner equals ‘current user’
  • State in your pending approval state.
  • Query-at-Runtime Parameters must be excluded from report criteria.
• Calculation Columns - Not Allowed.