Workfront Reporting Question: Reporting Work in the Month It Was Completed vs. Campaign Close Date | Community
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July 10, 2026
Question

Workfront Reporting Question: Reporting Work in the Month It Was Completed vs. Campaign Close Date

  • July 10, 2026
  • 1 reply
  • 6 views

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.

1 reply

Lyndsy-Denk
Community Advisor
Community Advisor
July 10, 2026

Whenever we have projects that have follow-on or closeout tasks after the actual delivery of work, we rely on either Milestones or a custom field on the key task. Either of those approaches allows you to report on the more important activity. In this approach, you create a task report that filters on that key task, but displays project-level details like the name, program, and portfolio.