Tracking report progress with statuses

Only administrators can manage statuses. Any user with web access can change the status of a report.

A status says where a report is in your workflow, for example New, In progress or Resolved. Every report has exactly one status. New reports from the Venzeo™ mobile app get the Default status, and every later change is kept in the report’s Status history.

Example: a skip-hire office marks a report Checked when the proof is complete. Accounting invoices only checked reports and then marks them Invoiced.

Create a status

1. Open the main menu, expand Statuses and choose Manage Statuses. The Statuses page opens.
2. Click Create new status.
3. Enter the Name.
4. Optional: pick an icon. Venzeo™ adds it in front of the name.
5. Click Save. Successfully added appears and the status is added to the list.

Choose the default status

1. Open the main menu, expand Statuses and choose Manage Statuses.
2. Click Edit next to the status.
3. Click Set as default state. The pop-up closes, Successfully saved appears and the status is marked Default status in the list.

Tip: Keep the default status neutral, for example New, so it sounds neither too positive nor too negative.

Change the order of statuses

On the Statuses page, drag a status row to its new position. Venzeo™ saves the new order immediately.

Deactivate a status

The default status cannot be deactivated: its pop-up shows This status cannot be deactivated. instead. Set another status as default first.

1. Open the main menu, expand Statuses and choose Manage Statuses.
2. Click Edit next to the status.
3. Click Deactivate and confirm with Yes. Successfully deactivated appears and the status disappears from the list.

To use the status again, turn on Show inactive statuses, click Reactivate next to the status and confirm.

Change the status of a report

1. Open the main menu and, under Reports, choose List view.
2. Point at the report, then click Change status. When the button is hidden, it is under Actions.
3. Choose the new status. Successfully saved appears and the change is added to the report’s Status history.

You can include the history in exports: select Show status history when you export to PDF, or Status history when you export to CSV. To show only reports with a given status, see Filtering reports.