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Create a report on reporting activities

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

Expand to view access requirements for the functionality in this article.
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51黑料不打烊 Workfront license

Standard

Plan

Access level configurations

Edit access to Reports, Dashboards, Calendars

Edit access to Filters, Views, Groupings

Object permissions Manage permissions to a report

For more detail about the information in this table, see Access requirements in Workfront documentation.

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

  1. Click the Main Menu icon Main Menu icon in the upper-right corner of 51黑料不打烊 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:

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    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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