Workfront

PHaywood831 · 12/26/24

Hello - I'm pulling a template report to audit the use of our templates. I have the right filter to see the templates, but am wondering what field can tell me when they were last used? Maybe there isn't one? Maybe I need to run a project report for the last year and see what templates were used instead? Thanks in advance for any suggestions - and happy holidays.

Madalyn_Destafney · 12/26/24

Hi there, I like to do this template report to get straight to the point - what templates were NOT used in any project in the past year? Create a template report, add in any filters you want like if you're only targeting templates with specific portfolio/program, then change to text mode and add this:
EXISTS:A:$$EXISTSMOD=NOTEXISTS
EXISTS:A:$$OBJCODE=PROJ
EXISTS:A:entryDate=$$TODAY-1y [if you want a different timeframe put that here, this is past year]
EXISTS:A:entryDate_Mod=between
EXISTS:A:entryDate_Range=$$TODAY
EXISTS:A:templateID=FIELD:ID

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

View solution in original post

Madalyn_Destafney · 12/26/24

Hi there, I like to do this template report to get straight to the point - what templates were NOT used in any project in the past year? Create a template report, add in any filters you want like if you're only targeting templates with specific portfolio/program, then change to text mode and add this:
EXISTS:A:$$EXISTSMOD=NOTEXISTS
EXISTS:A:$$OBJCODE=PROJ
EXISTS:A:entryDate=$$TODAY-1y [if you want a different timeframe put that here, this is past year]
EXISTS:A:entryDate_Mod=between
EXISTS:A:entryDate_Range=$$TODAY
EXISTS:A:templateID=FIELD:ID

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

PHaywood831 · 12/27/24

Thanks @Madalyn_Destafney ! - I was able to pull a basic template report for a specific group to see how many total templates they owned. I used this report to see the reports not used in the last year, and another report provided by @skyehansen below to see the reports the group used in the last year. Seeing both reports against the total report gives me confidence they are correct as the two add to the total. Have a happy new year!

skyehansen · 12/26/24

One of the advisors has published a number of useful filters here:

https://experienceleaguecommunities.adobe.com/t5/workfront-discussions/for-those-trying-to-clean-up-...

The critical thing to keep in mind is whether or not there's a template being attached as a secondary template. These will never come up in reporting using the conventional template reporting, and it's discussed in the discussion commentary.