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AndyKent
New Participant
November 14, 2022
Solved

What to do with old inactive reports...

  • November 14, 2022
  • 2 replies
  • 601 views

Hi all,

 

Looking for suggestions or experience of what to do with 100's of reports created (and last viewed) in 2018-2019 by users who are no longer in the business.

 

We're toying with the idea of just deleting them but wondered if anyone had any best practice suggestions before I hit the button.

 

Thanks

 

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Best answer by Heather_Kulbacki

For any reports that haven't been viewed in the past year in our instance, I contact whoever created the report and ask if I can delete them. 99% of the time, they say yes go ahead and delete.

2 replies

Doug_Den_Hoed__AtAppStore
New Participant
November 14, 2022


Hi @andykent,


Heather’s approach is ideal, but in case you’d like some insurance, I invite you to consider our Workfront Snapshot solution, which you could use back up all of your reports (among other things) first, and then delete those no longer used reports to clean house.

 

if, later, you discover a deleted report that was of use, you can then use our Packages solution to restore it from your Workfront Snapshot.

 

Happy to chat further via doug.denhoed@atappstore.com

 

Regards,

Doug

Heather_Kulbacki
Heather_KulbackiAccepted solution
New Participant
November 14, 2022

For any reports that haven't been viewed in the past year in our instance, I contact whoever created the report and ask if I can delete them. 99% of the time, they say yes go ahead and delete.