Report to show projects that were closed or killed last month | Adobe Higher Education
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ChloeWY
ChloeWY
Level 6
October 13, 2025
Resuelto

Report to show projects that were closed or killed last month

  • October 13, 2025
  • 2 respuestas
  • 526 visualizaciones

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!

Mejor respuesta de skyehansen

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

2 respuestas

A
AmyReilly
Level 4
October 13, 2025

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
Community Advisor
skyehansenCommunity AdvisorRespuesta
October 13, 2025

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
ChloeWYAutor
Level 6
October 15, 2025

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.

ChloeWY
ChloeWYAutor
Level 6
October 15, 2025

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-report-filter-i-want-to-show/m-p/780921 

 

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-7b34-4387-94ae-d2c178decee1


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!

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