Client Portal

In the Campaigns section of the client portal there is a % tasks complete column. By default, this column shows the percentages of tasks complete based on the total amount of tasks in the campaign.

This means that if there are 10 tasks in a campaign and 5 are complete, the % tasks complete column will display as 50% completed.

Agencies can change this setting so that only specific tasks affect the % tasks complete column.

The way to enable this can be done at both campaign and workflow level.

To enable this at the campaign level, follow these steps:

1. At the campaign level, click into any standard activity or subtask.
2. Go to the Admin tab and click on the report for statistics button. (Only admins can access this tab)
3. If this is turned on, it will automatically change the % tasks complete column from reporting on the total number of tasks (the default setting) to only reporting on the tasks that have the report for statistics marked as yes.

Note: Doing this will only change the reporting method for the campaign the user is editing because it’s being done at the campaign level.

To enable this at the workflow level, follow these steps:

1. Go to the Agency settings section of Advvy.
2. Click on the Media workflow 
3. Click into the workflow you want to edit.
4. Navigate to the standard activity or subtask you want to edit.
5. Scroll down to the reporting and filtering section
6. Click on the Report for Statisticsfield to checkmark it.

This is useful if you want to report on the completeness of campaigns based on specific tasks in a workflow.

Note: The report for statistics tab should be used most often at the workflow level, so the agency is reporting on the completeness of the campaign in similar ways across campaigns. This will help prevent any confusion regarding how complete a campaign is. Be sure that all admins fully understand this functionality before using it.