Create custom reports and dashboards
- Last Updated: November 3, 2023
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
- How to create a simple report using an existing filter, view, and grouping.
- How to create a task report with a complex filter and how to find the reports you create.
- How to create a matrix report and a report with charts.
- How to create and share dashboards.
- How to send and share reports and create report prompts.
Let’s get learning.