Workfront

JaclynRe · 8/16/17

We have strict reporting requirements to consolidate project and time data.

We have to report hours logged per person per project and combine that against custom form data from the project. We can only accomplish this by pulling two reports, exporting to tab delimited (because of size), pasting into an Excel Macro template which combines the two worksheets into one based on matching project IDs. It's a real pain in the (insert word choice). It has to be run monthly, and it's a lot of data, it times out constantly, and the macro likes to get corrupted quite often.

Can we please find a way so we can run ONE report and pull Project Data, Task Data, Issue Data and Hour/Time Data? Having custom fields are great, but having the flexibility to pull the data between reports is BETTER!

IT all comes down to reporting and results. We need to be able to make this easier creating greater transparency for results and ROI.

CustomerSu · 8/18/17

Cross-object reporting (projects and timekeeping) is very important for us!

CustomerSu · 8/21/17

The multiple steps of churn that Jaclyn goes through in order to obtain accuracy in project and resource reporting is costly to the organization and allows risks for macro corruption. Our goal is to accurately track and report on project progress and efforts. We bring value to the company by doing this efficiently, but continuing in this laborious manner is extremely problematic. Can someone from your group please work with us to create a "One and Done" reporting process -- it would be great if a script could be written that would do the backend extraction (data pulls) and then provide at least one standard report. To be honest if a script could be written to do backend extractions then it would seem relatively simple for them to provide a dashboard where Jaclyn could select from drop-downs what specific data she wanted or needed for any given type of report our leadership would need in order to make well informed business. We would love to have a meeting with your developers to discuss the possibilities. Thank you!

CustomerSu · 8/21/17

Hi Jaclyn and others,

There is a similar idea on multi-object reporting (project, tasks, and issues) that has already reached the voting threshold and is already being considered for development by the Product Management team. Please feel free to comment and vote on that idea also.

https://support.workfront.com/hc/en-us/community/posts/115001220247-Ability-to-report-on-issues-task...

However we have included this idea into our consideration as the difference is to also include hour reporting. We will communicate any updates from the Product Management decisions through the linked idea comments.

Thank you for this idea!