Create custom reports and dashboards

  • Workfront
  • User
  • Beginner
  • Last Updated: November 3, 2023

Course Description

Reports are the windows into your data. Learn how to create three different types of reports in Workfront and use them in dashboards.

What you’ll learn

  1. How to create a simple report using an existing filter, view, and grouping.
  2. How to create a task report with a complex filter and how to find the reports you create.
  3. How to create a matrix report and a report with charts.
  4. How to create and share dashboards.
  5. How to send and share reports and create report prompts.

Let’s get learning.

Start course