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Need to create a report to get all details about active projects in Workfront

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I'm trying to build a Workfront report where I can view all active projects along with their respective issues in a single place.

My goal is to :

  • Display only projects that are currently active in an  Active status
  • Include all issues associated with those active projects
  • Avoid showing inactive/ closed projects or issues from archived projects.

I tried applying project level filters and issue-level filters, but I am still seeing projects from inactive or completed projects in report.

 

What is the correct filter logic or text-mode setup to ensure only active projects appear?

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1 Accepted Solution

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Correct answer by
Community Advisor

Hi there, you can achieve this with an Issue report. You can have a column name for the Project name for each issue, or if each project has multiple issues you can group by project name. In your report filters, you can filter to any specific project status, issue status (active only) and anything else needed without any text mode needed for this. If you were trying to create a project report instead, that would be hard to pull in issue information - you have to go at it from in issue report and include project-relevant information in filters.

If this helped you, please mark correct to help others : )

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Correct answer by
Community Advisor

Hi there, you can achieve this with an Issue report. You can have a column name for the Project name for each issue, or if each project has multiple issues you can group by project name. In your report filters, you can filter to any specific project status, issue status (active only) and anything else needed without any text mode needed for this. If you were trying to create a project report instead, that would be hard to pull in issue information - you have to go at it from in issue report and include project-relevant information in filters.

If this helped you, please mark correct to help others : )