To view vendor data in your custom report, you or another power user (administrator, lead project manager) must create a workspace in the customer folder (location) where you assigned tasks to vendors. This topic gives you an example of how the workspace should be set up before you can include the data in a custom report.
Procedure
- Create a workspace in the customer folder (location) where you assigned tasks to vendors (via vendor order templates). For example, if you have a customer called Customer 1 and some tasks in the project workflow where assigned to vendors, in order to see the data about these vendors and their contribution to the project, you must first create a workspace located in Customer 1. Consult this topic to learn how to create workspaces.
- Configure the workspace by selecting data sets and filtering the data further as panels. Make sure you include the Account Users dimension when you filter the data. The Account Users dimension includes 2 relevant fields: Vendor id and Vendor name.
- Use the File Translation Status source to expose information about vendors.
- Under Source, select File Translation Status.
- Under Select Data, select Projects, and select the relevant check boxes, for example Project Name.
- Under the next Select Data field, select Projects > File Translation Status, and select all the check boxes.
- Under the next Select Data field, select File Translation Status, and select the account users to which you assigned tasks, for example Translators (Account Users). Select the Vendor id and Vendor name check boxes.
Check the table. If the Vendor id and Vendor name columns contain data, then it means those tasks were assigned to vendors and you can consult the report data for those vendors and their assigned tasks.