Proposal Pipeline Report

The Proposal Pipeline Report allows Editors or editorial office staff to track the status of all proposals in the system. The report provides information about invited Authors and submissions related to proposals.

If no criteria are selected, the report will run using the default criteria:

Proposal Handling Editor: All Editors

Proposal Status: All Statuses

Invited Article Editorial Status: All Statuses

Running the default criteria pulls information about all proposals in the publication, along with all their related invitations and invited submissions.

Results display one row for each proposal/invitation/invited submission combination that meets the selected criteria. When multiple criteria are selected, results returned must match all selected criteria.

Report data may be downloaded to a tab-delimited file. A Download link will appear on the report results page.

  1. Click the link to open the report page.
  2. Define criteria using option for each field (drop-down menu, text field, date selectors) as needed, or run the report using default criteria as explained above.
  3. Optional: Narrow results by Proposal Article Type, Proposal Section/Category, and/or Submission Article Type. One or more may be selected.
    1. Proposal Article Type: Use the multi-selector tool to select one or more Article Types.
    2. Proposal Section/Category: Use the multi-selector tool to select one or more Sections/Categories.
    3. Article Type: Use the multi-selector tool to select one or more Article Types.
  4. Optional: Exclude proposals or invited submissions with a final disposition. Use the checkbox to select one or both settings.
  5. Click Submit.

 

 

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