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Create a report on reporting activities

Last update: Tue Jul 26 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

When you create a report about reports, you can identify specific report information, which can include if reports are assigned to deactivated users, if reports are set to run with access rights of a deactivated user, if users are accessing a report you plan to delete, and so forth.

Access requirements

You must have the following access to perform the steps in this article:

ÃÛ¶¹ÊÓƵ Workfront plan*
Any
ÃÛ¶¹ÊÓƵ Workfront license*
Plan
Access level configurations*

Edit access to Reports, Dashboards, Calendars

Edit access to Filters, Views, Groupings

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to a report

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Create the report about existing reports create-the-report-about-existing-reports

  1. Click the Main Menu icon in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront.

  2. Click Reports, then New Report.

  3. In the New Report drop-down men, select Report to create a report on existing reports.

  4. In the Columns (View) tab, add the columns you want in your report.
    Some of the following fields may be useful:

    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 layout-auto
    Field Description
    Run As User: Name This is the user specified in the Run this report with the Access Rights of: field on the report. If this user is deactivated, a report does not display for anyone the report is shared with.
    Shared With These are all the entities that the report is shared with.
    Entered By This is the owner of the report.
    Last Viewed Date This is the date and time the report was last viewed by a user.

  5. (Optional) To limit your list of reports to specific deactivated users:

    1. Select the Filters tab, then click Add a Filter Rule.

    2. Add the filter Run As User ID > Equal.

    3. Type the name of the deactivated user you want to add to the filter, then click the name when it displays in the list.

    4. Repeat Step C until you have selected all deactivated users you want to include in the report.

  6. (Optional) To limit your list of reports to scheduled reports:

    1. Select the Filters tab, then click Add a Filter Rule.

    2. Add the filter Scheduled Report ID > Is Not Blank.

  7. Click Save + Close, then type a name for the report, and click Save Report.

    Your report information displays.

  8. (Optional) Export this report to Excel and save it on your computer.
    For information on exporting a report, see Export data.

Update information about a report

After creating your report, you can update your reports as needed.

  1. Go to the report you want to update.

  2. Depending on the action you want to take, do one of the following:

  3. (Conditional) If you copy the original reports, use the information from the report you created in Create the report about existing reports to share the new copies with the same entities as the original reports.

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