Creating custom reports in the legacy reporting module

When you create custom reports, you choose the location (or folder) where you want to add one or more panels consisting of processed data from one or more workspaces.

Procedure

  1. Log in to Trados Enterprise by accessing this link: https://cloud.trados.com.
  2. Go to the Reports view.
  3. Select the Custom Reports tab.
  4. Select New Custom Report, provide the information below, and select Create:
    • Name - Enter a name for your custom report.
    • Location - Select the folder (location) where your custom report is saved.
    • (Optional) Description - Enter a description explaining the goal, scope, or any other relevant information about your custom report.
  5. Configure the custom report.

How to create a custom report for the Hold for Feedback task

The Hold for Feedback task allows users to either send the file to the last workflow step or back in the workflow (if further work is needed). Whenever a file is sent back in the workflow, a new iteration of the Hold for Feedback task is generated by the system. You could find it useful to see a table with the iterations of the Hold for Feedback task per project, to visualize a pie chart with the iterations of the Hold for Feedback task per project, or to consult a bar chart of the Hold for Feedback iterations per target language.

To do this, create a workspace:
  1. Select the Task Status data set as source.
  2. Select data from Task Status (all check boxes enabled), Task Status - Projects (Project Name enabled, Target Languages enabled), Task Status - Task Type (all check boxes enabled), and Task Status - Language Pairs (Source English Name enabled, Target English Name enabled).
  3. Filter the data in the workspace by the Hold for Feedback task type.
  4. In the table, the data shows all the iterations of the Hold for Feedback task as a separate row.Table showing Holde for Feedback task iterations per project
  5. Generate a pie chart based on the above data to visualize the iterations of the Hold for Feedback task per project.Pie chart showing Hold for Feedback iterations per project
  6. Generate a bar chart based on the above data to visualize the iterations of the Hold for Feedback task per target language.Hold for Feedback iterations per target language
  7. Configure the custom report by including the data in the actual report.