Workfront Reporting Question: Reporting Work in the Month It Was Completed vs. Campaign Close Date
We're running into a reporting challenge in Workfront and I'm curious how others are handling it.
Currently, many of our reports are project/campaign-based and rely on the campaign (project) reaching a Closed/Complete status. The issue is that most of the work is actually completed in the month prior, but the reporting doesn't reflect it until the campaign is closed.
For example, a campaign may have the majority of its tasks completed in June, but if the project isn't closed until July, all of the reporting appears in July. This creates a lag and doesn't accurately represent the team's monthly output.
How are others addressing this?
- Are you reporting on completed tasks rather than project completion?
- Do you use hour reports or task reports for monthly operational reporting?
- Do you report on open/in-progress campaigns to capture work activity before project closure?
- Have you implemented any custom fields or reporting strategies to better align work completed with the appropriate reporting period?
I'd appreciate any recommendations or examples of reports/dashboards that have worked well for your teams.