Hi - Does anyone know how to run a template report? A report about template usage. | Community
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Best answer by AdinaPi1

Good timing, I just created a report for template usage this week for a cleanup effort I'm doing.

  1. Create a project report
  2. Grouping: Template >> Name
  3. Filter: Project >>Template ID >> Is Not Blank
  4. Run report and go to the Summary tab. You can then see the templates that were used
  5. For my cleanup effort, I am going to the usage list and compare to a list of all templates, and the ones that don't have a duplicate are ones that have never been used.

4 replies

A
AdinaPi1Accepted solution
Level 9
July 16, 2020

Good timing, I just created a report for template usage this week for a cleanup effort I'm doing.

  1. Create a project report
  2. Grouping: Template >> Name
  3. Filter: Project >>Template ID >> Is Not Blank
  4. Run report and go to the Summary tab. You can then see the templates that were used
  5. For my cleanup effort, I am going to the usage list and compare to a list of all templates, and the ones that don't have a duplicate are ones that have never been used.

    M
    MiriamErAuthor
    Level 2
    July 16, 2020

    Thank you

    TamBou
    TamBou
    Level 5
    July 16, 2020

    Is it possible to create a planned hrs vs actual logged hours by template usage?

    A
    AdinaPi1
    Level 9
    July 17, 2020

    You can do that in a project report and task report.

    An hour report wouldn't work at all, since the planned hours would be added up for each hour entry inflating the value.

    Let me know if you need my text mode code for the grouping, since it can't be done in the UI.

    Heather_Kulbacki
    Community Advisor
    Heather_KulbackiCommunity Advisor
    Community Advisor
    July 17, 2020

    There's also a Cleanup Dashboard that has a template report or two on it, probably very similar to the Adina created. The dashboard is super easy to download and kick-start into Workfront - report details and directions on using the provided kick-start are here:

    https://one.workfront.com/s/article/Workfront-Cleanup-Dashboard

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