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KristinKuennen
Level 2
February 21, 2024
Solved

Template Reporting

  • February 21, 2024
  • 2 replies
  • 907 views

One of my workgroups is doing some clean-up of our project templates. Is there a way to create a report or a view on their templates to know the last time a project was created using each template? I've been searching for the best wildcard filter to use and I'm not coming up with what I want. I have a similar report that shows the templates used in the last "X" number of days. But we want to look by template to see the date it was last used. Help!

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Best answer by mmcgovern

Hey Kristin - consider turning this problem on its head. Instead of developing a template report, create a project report that focuses on the templates used or applied. Does your organization typically apply more than one template to a project?

 

If not, then you could create a project report with the entry date column sorted in descending order and grouped by template>>name. You could then isolate the last time each template was used if this is a one-time activity. Same deal with template(s) used where you can add a filter to only show entry date in the past week or so and then create a chart to show how many projects used that template in the last couple of days.

2 replies

mmcgovernAccepted solution
Level 3
February 21, 2024

Hey Kristin - consider turning this problem on its head. Instead of developing a template report, create a project report that focuses on the templates used or applied. Does your organization typically apply more than one template to a project?

 

If not, then you could create a project report with the entry date column sorted in descending order and grouped by template>>name. You could then isolate the last time each template was used if this is a one-time activity. Same deal with template(s) used where you can add a filter to only show entry date in the past week or so and then create a chart to show how many projects used that template in the last couple of days.

KristinKuennen
Level 2
February 22, 2024

Thanks Mike. Yes they only apply one template.

RandyRoberts
Community Advisor
Community Advisor
February 23, 2024

Check out THIS thread