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ElizaBarryGuild
ElizaBarryGuild
Level 2
August 28, 2024
Question

Report about report filters

  • August 28, 2024
  • 2 replies
  • 518 views

Hi community!

 

I inherited a workfront instance with dozens of statuses across teams and objects (projects, issues and tasks). These statuses all boil down to essentially the default and make it really confusing for the users. I want to delete the statuses and combine them, which is pretty straightforward. What is NOT straightforward if finding which reports are filtering by those statuses (we also have 2K+ reports, many of which need to be cleaned up but that's a whole other project.

 

I can't find a way to create a report that shows the way reports are filtered. I have tried the report about reports, but I can only see filter id, which I can't figure out how to match with the actual filter being used.

 

Any guidance would be suer appreciated!

2 replies

K
Community Advisor
KatherineLaCommunity Advisor
Community Advisor
August 28, 2024

I'd start with exporting and archiving any report that hasn't been viewed in the last 3-6 months that isn't being automatically sent. But after that cleanup - 

 

Build a Report Report (yes, really), with the following columns:

  1. Name
  2. View
    1. displayname=View
      textmode=true
      valuefield=view:definition
      valueformat=HTML
  3. Filter
    1. displayname=Filter
      textmode=true
      valuefield=filter:definition
      valueformat=HTML
  4. Grouping
    1. displayname=Grouping
      textmode=true
      valuefield=groupBy:definition
      valueformat=HTML
  5. View Link
    1. displayname=View Link
      textmode=true
      valueexpression=CONCAT("https://<your domain>.my.workfront.com/lists/views/view/",{viewID})
      valueformat=HTML
  6. Dashboards
  7. Views this Month
  8. Entered by Name
  9. Last Sent Date

What that will give you is UGLY but the best way I've come up with to audit anywhere a field is being used that I might need to update. Then you can use the filter on the report to look for anything with the fields you want to update in it, plus the dashboard/views portion allows you to prioritize which reports are more crucial to update first. 

 

If it hasn't been looked at for more than 6 months, isn't on a dashboard, and doesn't have a last scheduled send date, update it to 'PENDING DELETION XX/XX/XXXX' in front of the report name to see who objects.

    skyehansen
    Community Advisor
    skyehansenCommunity Advisor
    August 28, 2024

    this post might help. In the exists filter posted on the reply, you would use "status" for the XXX part.

    https://experienceleaguecommunities.adobe.com/t5/workfront-questions/filter-report/m-p/653581#M59112

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