Workfront

ChloeWY · 10/13/25

Hi all,

I'm trying to create a report that shows a list of projects that were closed or killed last month.

I'm struggling to find a way to filter for projects that had their status changed in a certain date range.

Any ideas? I feel like I must be missing something here.

Thank you!

skyehansen · 10/13/25

I think the only way to do this at this stage is a journal entry report. Have you looked down this path at all?

View solution in original post

AmyReilly · 10/13/25

This post may help (reference example #1):

Save Time Using Calculated Fields to Capture Dates... - Adobe Experience League Community - 518237

You can create a custom field that tracks the date the project was closed and then filter on that field.

skyehansen · 10/13/25

I think the only way to do this at this stage is a journal entry report. Have you looked down this path at all?

ChloeWY · 10/13/25

Thank you so much @skyehansen ! I hadn't done a journal entry report before, but you gave me the keywords to search for. It's working now!

ChloeWY · 10/15/25

Hi @skyehansen , I got this report working.

Now I'm trying to make a report that shows projects that received Gate 3 approval in the last month. Do you have any resources you can point me towards? I understand journal entry reports to find specific projects based off things that happened at the project level. I'm struggling to find something that can find projects based off an action at the task level.

skyehansen · 10/15/25

sorry, what’s gate 3 approval and how is it configured?

ChloeWY · 10/15/25

It's a task that is in all of our templates. It has a basic approval process and is then marked complete. If I could just see which projects had the task "Gate 3 Approval" marked complete in the last month, that would do what I need.

Does that make sense?

skyehansen · 10/15/25

Just a guess:

if the approval process is on the task's "complete" status, what would you think about just searching for projects where the task's actual completion date is in the past month?

i.e. when a task is completed, does this trigger the correct actual completion date? (is the actual completion date based off the approval date or the date they changed the status?)

If based off the former, I'd probably concentrate my efforts here -- in a project report, this would be an exists filter looking for tasks named "XYZ" whose actual completion date was in the past month.

If it looks like the actual completion date hack is risky or just doesn't work, I would probably focus more on exists statements on a task report that bring in the singular task and provide the project information you need. This assumes one task per project or one approval per month -- so also a bit hacky. Such statements are based on the ARVSTS object -- you could do a keyword search in the community -- also, here's the most recent post.

https://experienceleaguecommunities.adobe.com/t5/workfront-questions/i-need-help-with-a-document-rep...

If you let us know which approach you want to try, people can probably help you refine that filter further.

Also of note: for more EXISTS knowledge, we're holding a webinar at the end of the month:

https://events.teams.microsoft.com/event/2699d8d3-233a-4f57-92f1-0e8bfaa01f1f@fa7b1b5a-7b34-4387-94a...

ChloeWY · 10/15/25

Searching for projects where the task's actual completion date is in the past month would work perfectly!

I appreciate all the help. I'm not super familiar with exists filters.

Thank you!

skyehansen · 10/15/25

The exists webinar will really help then. Super easy 8-step instructions below.

1) Pull up a task report and set up the filter you want:

* actual completion date past month

* task name contains ABC

* whatever else you normally put in that is task related, like status not cancelled, or etc.

2) switch over to text mode. Copy the filter you just made.

3) Pull up a project report.

4) Set up all your project filters you normally have, like "status not equals to cancelled" or whatever.

5) Switch this over to text mode.

6) Copy in your task filter at the bottom.

7) For all you task filter lines, append them with "EXISTS:a:"

😎 Add 2 more lines: this is the secret sauce --

EXISTS:a:$$OBJCODE=TASK

EXISTS:a:projectID=FIELD:ID

SUMMARY: Your filter in your project report should look like this:

* all your normal project filters

plus these two lines

EXISTS:a:$$OBJCODE=TASK

EXISTS:a:projectID=FIELD:ID

plus additional lines from your task report that look like this:

EXISTS:a:name=ABC

EXISTS:a:name_Mod=cicontains

EXISTS:a:actualCompletionDate=____

EXISTS:a:actualCompletionDate_Mod=____

EXISTS:a:actualCompletionDate_range=____

(I just made that above part up so you could see something similar to what you might have, so don't take a copy and paste of it -- use your own task report to generate and then append the exists lines)