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Journal Entry Report - Export data to Excel not available??

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Level 3

3/12/21

Hello - I have created a Journal Entry report and it's almost perfect for our needs. The only issue we ran into is that there is no button on the Details tab to export the raw data into an Excel file or CSV. Any assistance with this?

12 Comments

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Level 3

3/12/21

Replying to my own question :)

I got the "Send Report" working by specifying a TSV file type. If you specify XLS/XLSX, it won't send anything. I'm guessing this is a WF bug that should be logged and fixed: 1) Missing export button on Details tabs; 2) Send Report to XLS file does not work.

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Level 3

3/12/21

One more reply to my own post. Now the email with the XLSX file came through. Took about 15-20 minutes after I hit the "Send Report" button.

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Employee

3/12/21

@Hrug DerManuelian‚ glad to hear this report is almost perfect for your needs. As Kyna mentioned above, thank you for sharing your feedback. Just so you know, we intentionally removed the export button on the Details tab to account for any potential performance implications. As you can imagine, this report can bring back several results (especially if not using filters). We plan to keep the "send report" functionality there for now and will watch this closely before making any other optimizations to the journal entry report. If you have more feedback you'd like to provide, don't hesitate to reach out to me directly at jeremyf@adobe.com.

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Level 3

3/12/21

Hi - thank you for the response. Our internal Workfront technical team suggested the same that it was likely an intentional decision related to performance. Glad to get that confirmed.

Will be reaching out over email on another topic. Thanks again!

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Level 7

7/16/21

The new Journal Entry report type is fantastic. I've used it for creating dashboards which record commonly referred-to and updated custom form fields. I've also created dashboards for admin/group leads to do some sleuthing when data was changed in order to increase transparency.


That said, the main problem is that you can't export the thing. I understand that, if you don't filter it out, you'll get an unreasonable list of results. That said, if used in a layout template on the Project/Task/Issue pages, the need to export is self-evident.


Ideally, we should have the ability to either turn exporting ON or OFF, depending upon the type of report and where it's used.

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The journal entry report is great, but we use it to capture key info for metrics that then needs to get cut & analyzed by the date the journal entry was made & by who updated the field. Not being able to export this type of report is a huge limitation for us. The functionality, from a user perspective, should be the same as any other report type. I agree with John, that if Workfront feels the need then they can include the ability to turn exporting ON or OFF. But at a minimum all reports should be exportable.

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Community Advisor

6/7/22

I agree, I recently ran into the need to export the journal entry report. I needed to compare the date on the journal entry with the corresponding task due date - number of days between those dates was accomplished with text mode. But then I needed to export the report and do further calculations to determine the percentage of times the journal entry happened after the task due date (late).

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Level 5

6/26/24

Anyone else having issues with these? I have been trying to get ANY file format of my journal report to send over multiple days for HOURS and only 1 came through. And the one that did, some fields were just filled with ######. I also tried scheduling one and it didn't send. Any ideas?