Help with report - Planned completion date vs Actual completion date | Community
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Level 3
September 12, 2023
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Help with report - Planned completion date vs Actual completion date

  • September 12, 2023
  • 1 reply
  • 2523 views

Hi, I need a help with building task report pulling data from 2022 showing only tasks that were completed late, meaning that actual completion date was greater than planned completion date. Does anyone have a text more allowing to pull only those tasks in report please? or have any suggestion how to achieve it?  Many thanks! 

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Best answer by Richard_Le_

Hi,

 

This can be achieved with the following text mode filter:

 

actualCompletionDate=FIELD:plannedCompletionDate actualCompletionDate_Mod=gt

 

Best Regards,

Rich.

 

 

1 reply

Richard_Le_Community AdvisorAccepted solution
Community Advisor
September 12, 2023

Hi,

 

This can be achieved with the following text mode filter:

 

actualCompletionDate=FIELD:plannedCompletionDate actualCompletionDate_Mod=gt

 

Best Regards,

Rich.

 

 

MartaSo2Author
Level 3
September 12, 2023

Rich thanks so much! that works but also is pulling tasks that are completed on the planned completion date. Can I add somewhere to the code +1 so the actual completion date is truly shows overdue tasks please? 

 

MartaSo2Author
Level 3
September 13, 2023

The reason for this is likely to be that the task was completed after the planned completion date (with time taken into consideration). For example, if a task was planned to complete at 16:00 on 01/06/23, but was actually completed at 17:00 on 01/06/23, it is classed as late in Workfront.

 

You've got a couple of options here. You either align the planned completion date of tasks to always be at the end of a business day. Or, you would need to add a calculated field to each of the tasks that measures the difference in days between actual and planned completion, which can then be used in your report filter.

 

The calculated field would look something like this: DATEDIFF({actualCompletionDate},{plannedCompletionDate})

Make sure that you set the calculated field to be number format so that it can be used correctly in reports.

 

Best Regards,

Rich.

 


Thank you Rich! That's really helpful. I appreciate your help.