You can view the utilization of your resources using the Utilization report.
You must have the following to access the Utilization report:
Adobe Workfront plan* | Pro or higher |
Adobe Workfront license* | Plan |
Access level configurations* | View or higher access to the following:
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 change your access level, see Create or modify custom access levels. |
Object permissions | View access to projects, portfolios, and programs to access the Utilization section in the Resourcing area Manage access to the project to access the Utilization section of a project 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.
The following sections describe how to view and use utilization information.
Using the Utilization report you can view the progress, cost, or revenue of a project, program, or portfolio in a single report. You can also compare revenue against cost.
You can view the Utilization report in the Resourcing area to display utilization across multiple projects, or you can view it at the level of one project, to display utilization for the individual resources (job roles and users) associated with that project.
For information about accessing and using the Utilization report, see the Track progress, cost, and revenue with the Utilization report section in this article.
You can track progress by viewing how the budgeted and planned hours compare to the actual hours.
When tracking the progress of a project, program, or portfolio, progress against both tasks and issues are included in the Utilization report.
The following information is available in the Utilization report when tracking Hours:
Column Title When Viewing Hours | Function |
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Budgeted Hours | The total budgeted hours on the included projects. You can view the total budgeted hours for the overall life of the included projects, or you can view total budgeted hours only for the specified date range (you can specify an individual week or month). Budgeted Hours are populated from information available in the new Resource Budgeting area of the Business Case or the Resource Planner. Budgeted Hours appear on the Utilization report in any of the following rows:
For more information about budgeted hours, see the "Locate the Budgeted Hours of a project" section in the Understand Budgeted Labor Cost and Budgeted Hours for projects article. |
Planned Hours |
The Planned Hours on the included projects that are associated with the assignments on each task and issue. You can view the total planned hours of all assignments on the project for the overall life of the included projects, or you can view total planned hours only for the specified date range (you can specify an individual week or month). TIP The planned hours from items that have a Duration of 0 are not taken into account. Planned Hours in the Utilization report take into consideration whether the Planned Hours have been re-allocated across the duration of a task or issue. When the user daily allocation for hours has been modified using the Workload Balancer, the data in the Utilization report can be affected if the dates selected in the Utilization report contain only a portion of a task's or issue's Duration. For information about modifying allocations for users, see Manage user allocations in the Workload Balancer. Planned Hours appear on the Utilization report in any of the following rows:
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Actual Hours | The total hours logged on the tasks, issues, and on the project for the included projects. You can view the total actual hours for the overall life of the included projects, or you can view the total actual hours only for the specified date range (you can specify an individual week or month). Warning: The utilization report includes hours logged to the project, children tasks, issues, and parent tasks that have at least one assignment. It does not include hours logged to parent tasks without assignments. We recommend that you do not use parent tasks as working tasks and assign only children tasks to your resources. Actual Hours appear on the utilization report in any of the following rows:
If the user logging the hours does not have a job role assocaited with their profile, the job role used for the Utilization report is the job role assigned to the task or issue where hours are logged or the job role associated with the Primary Owner of the task or issue. |
Budgeted Variance (for Hours) | The total budgeted hours minus the total actual hours on the included projects. You can view the total budgeted variance for the overall life of the included projects, or you can view the total budgeted variance only for the specified date range (you can specify an individual week or month). If the value is positive, it is displayed in green. This indicates that the total budgeted hours are greater than the actual hours. If the value is negative, it is displayed in red. This indicates that the total budgeted hours are less than the actual hours. |
Planned Variance (for Hours) | The total planned hours minus the total actual hours on the included projects. You can view the total planned variance for the overall life of the included projects, or you can view the total planned variance only for the specified date range (you can specify an individual week or month). If the value is positive, it is displayed in green. This indicates that the total planned hours are greater than the actual hours. If the value is negative, it is displayed in red. This indicates that the total planned hours are less than the actual hours. |
You can track cost by viewing how the Budgeted Cost and Planned Cost compares to the Actual Costs.
When tracking the cost of a project, program, or portfolio, information in the Utilization report comes from tasks. Cost information from tasks is always available on the Utilization report. Cost for tasks is calculated based on the cost type of the task. For information about the cost type of tasks, see “Modify Cost Types for individual tasks” in Track costs.
You can display cost information on the Utilization report in the following ways:
The currency used on the utilization report is determined by the currency set on the project. For information about how to adjust the currency for a project, see Change the project currency.
The following information is available in the Utilization report when tracking Cost:
Column Title When Viewing Cost | Function |
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Budgeted Cost | The Budgeted Cost on the included projects. You can view the total Budgeted Cost for the overall life of the included projects, or you can view the total Budgeted Cost only for the specified date range (you can specify an individual week or month). Because the Budgeted Cost in the Utilization Report is focused on cost by role, the calculation is the same as the Budgeted Labor Cost within other areas of Workfront. For information about how Budgeted Labor Cost is calculated, see Understand Budgeted Labor Cost and Budgeted Hours for projects. |
Planned Cost | The total Planned Cost on the included projects. You can view the total Planned Cost for the overall life of the included projects, or you can view the total Planned Cost only for the specified date range (you can specify an individual week or month). Note that for the week, month, and quarterly views, the planned costs are calculated as an average of the chosen period when the cost rates for job roles or users are date effective. For information about how the Planned Cost for the project is calculated, see the "How Workfront calculates Planned, Budgeted, and Actual Costs" section in the article Track costs. |
Actual Cost | The total Actual Cost on the included projects. You can view the total Actual Cost for the overall life of the included projects, or you can view the total Actual Cost only for the specified date range (you can specify an individual week or month). For information about how the Actual Cost for the project is calculated, see the "How Workfront calculates Planned, Budgeted, and Actual Costs" section in the article Track costs. |
Budgeted Variance (for Cost) | The total Budgeted Cost minus the total Actual Cost on the included projects. You can view the total budgeted variance for the overall life of the included projects, or you can view the total budgeted variance only for the specified date range (you can specify an individual week or month). If the value is positive, it is displayed in green. This indicates that the total Budgeted Cost is greater than the Actual Cost. If the value is negative, it is displayed in red. This indicates that the total Budgeted Cost is less than the Actual Cost. |
Planned Variance (for Cost) | The total Planned Cost minus the total Actual Cost on the included projects. You can view the total planned variance for the overall life of the included projects, or you can view the total planned variance only for the specified date range (you can specify an individual week or month). If the value is positive, it is displayed in green. This indicates that the total Planned Cost is greater than the Actual Cost. If the value is negative, it is displayed in red. This indicates that the total Planned Cost is less than the Actual Cost. |
You can track revenue by viewing how the budgeted and planned revenue compare to the actual revenue.
When tracking the revenue of a project, program, or portfolio, revenue only from tasks is included in the Utilization report.
The information in the following table is available in the Utilization report when tracking Revenue.
For information on the specific fields and how Workfront calculates them, also see the following articles:
Column Title When Viewing Revenue | Function |
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Budgeted Revenue | The total Budgeted Hours multiplied by the Role Billing Rate on the included projects. You can view the total budgeted revenue for the overall life of the included projects, or you can view the total budgeted revenue only for the specified date range (you can specify an individual week or month). |
Planned Revenue | Planned Revenue in the Utilization report is the revenue associated with the Planned Hours allocated to the resources assigned to the tasks on the project. Workfront calculates the project Planned Revenue for the Utilization report using the following formula:
NOTE The project Planned Revenue that displays in the Utilization report differs from the Planned Revenue that displays in the Project Details area and project reports. The Planned Revenue in the Project Details area reflects the task revenue as well as the Fixed Revenue of the project. The Planned Revenue in the Utilization Report displays Planned Revenue associated only with the tasks in the project. If the project has 1 task with 10 hours, assigned to a Consultant with $20 hourly rate, and the project has $100 Fixed Revenue, the Utilization report displays $200 for Planned Revenue (the Planned Revenue associated with the hours on the task). The Project Details section displays $300 (the Planned Revenue from the task and the Fixed Revenue for the project.) For more information about the task and project Planned Revenue outside of the Utilization report, see Overview of Billing and Revenue. The way the Utilization report calculates and displays Planned Revenue for the included projects takes into account the Revenue Type set on the task. Depending on the Revenue Type of each task in the project, the following scenarios exist: Fixed Revenue: Regardless of the task assignments, the revenue on the task is always calculated using the Fixed Amount specified on the task. IMPORTANT Unlike in other areas of Workfront, the Utilization report calculates Planned Revenue for Fixed Revenue tasks by dividing Fixed Revenue evenly by the number of Planned Hours on the task. For example, a task has a revenue of $200. If there are 4 Planned Hours on the task, each hour would be $50. This is distributed on a user and role level. This distribution is unique to the Utilization report. NOTE If you have a Fixed Revenue task and there are no Planned Hours for the task, the Revenue does not display in the Utilization Report because there is no way to distribute it to the hours. If you have Planned Hours on tasks with Fixed Revenue and no assignments, the Revenue displays as Unallocated Revenue. Role Hourly: The revenue on the task is calculated using t he billing rate set for a specific role, multiplied by the number of Planned Hours associated with that role. Workfront uses the following formula:
NOTE: The billing hourly rate in the formula considers any date effective changes of the rate. User Hourly: The revenue on the task is calculated using the billing rate set for a specific user, multiplied by the number of Planned Hours associated with that user. Workfront uses the following formula:
NOTE: The billing hourly rate in the formula considers any date effective changes of the rate. Role Hourly or User Hourly Plus Fixed IMPORTANT Unlike in other areas of Workfront, the Utilization report calculates Planned Revenue by dividing Fixed Revenue evenly by the number of Planned Hours on the task. The following cases exist:
Role or User Hourly w/ Cap IMPORTANT Unlike in other areas of Workfront, if the Planned Revenue exceeds the cap, the amount over the Cap Amount is considered Fixed Revenue. The Planned Revenue is calculated by dividing Fixed Revenue evenly by the number of Planned Hours on the task, then adding to that the Cap Amount and the role or user hourly revenue. The following cases exist:
For more information about which role or user is taken into account when calculating Planned Revenue, see Overview of Billing and Revenue. |
Actual Revenue | Actual Revenue is the revenue associated with the Actual Hours of the tasks and of the project. For more information about Actual Revenue, see the section "Track Revenue amounts" in the article Overview of Billing and Revenue. The way that the Utilization report calculates Actual Revenue for the included projects differs depending on the Revenue Type set on the task, as follows: Fixed Revenue: Regardless of the task assignments, the revenue on the task is always calculated using the Fixed Amount specified on the task. IMPORTANT Unlike in other areas of Workfront, the Utilization report calculates Actual Revenue by dividing Fixed Revenue evenly by the number of hours logged on the task.
For example, a task has an Actual Revenue of $200. If there are 4 Actual Hours on the task, each hour would be $50. This is distributed on a user and role level. This distribution is unique to the Utilization report. NOTE If you have a Fixed Revenue task and there are no Actual Hours on the task, the Actual Revenue does not display in the Utilization Report because there is no way to distribute hours. Role Hourly: The revenue on the task is calculated using the billing rate set for a specific role, multiplied by the number of Actual Hours. Workfront uses the following formula:
NOTE: The billing hourly rate in the formula considers any date effective changes of the rate. User Hourly: The revenue on the task is calculated using the billing rate set for a specific user, multiplied by the number of hours logged against the task from that user. Workfront uses the following formula:
NOTE: The billing hourly rate in the formula considers any date effective changes of the rate. Role or User Hourly Plus Fixed IMPORTANT Unlike in other areas of Workfront, the Utilization report calculates Actual Revenue by dividing Fixed Revenue evenly by the number of hours logged on the task. The following cases exist:
Role or User Hourly w/ Cap IMPORTANT Unlike in other areas of Workfront, if the Planned Revenue exceeds the cap, the amount over the Cap Amount is considered Fixed Revenue. The Planned Revenue is calculated by dividing Fixed Revenue evenly by the number of Planned Hours on the task, then adding to that the Cap Amount and the role or user hourly revenue. The following scenarios exist:
Project Revenue: The revenue associated with the hours logged on the project is calculated taking into account the Billing per Hour amount of the primary job role of the user who logs the time. We do not recommend logging time on the project. NOTE If the user is not associated with a job role or if the Billing per Hour of the Primary Role is zero, Workfront calculates Actual Revenue using the Billing per Hour amount for the user. If the user does not have a Billing per Hour amount in their profile, the Actual Revenue is zero. |
Budgeted Variance (for Revenue) | The total Actual Revenue minus Budgeted Revenue on the included projects. If the value is positive, it is displayed in green. This indicates that the total Budgeted Revenue is greater than the Actual Revenue. If the value is negative, it is displayed in red. This indicates that the total Budgeted Revenue is less than the Actual Revenue. |
Planned Variance (for Revenue) | The total Actual Revenue minus the total Planned Revenue on the included projects. If the value is positive, it is displayed in green. This indicates that the total Planned Revenue is greater than the Actual Revenue. If the value is negative, it is displayed in red. This indicates that the total Planned Revenue is less than the Actual Revenue. |
You can view the Planned or Actual Cost alongside the Planned Revenue. The Margin (%) is also displayed (margin is calculated as Revenue - Cost / Revenue).
The following information is available in the Utilization report when comparing Revenue against Planned and Actual Costs:
Column Title When Viewing Revenue vs Cost (Planned) | Function |
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Planned Cost | The total Planned Cost on the included projects. You can view the total Planned Cost for the overall life of the included projects, or you can view the total Planned Cost only for the specified date range (you can specify an individual week or month). |
Planned Revenue | Planned Revenue is the revenue associated with the Planned Hours of the tasks. The way the Utilization report calculates and displays Planned Revenue for the included projects differs depending on the Revenue Type set on the task, as described in the Track revenue section in this article. |
Margin | The Margin percentage is calculated as follows:
NOTE If Planned Revenue equals 0, Margin is displayed as 0. |
Column Title When Viewing Revenue vs Cost (Actual) |
Function |
Actual Cost | The total Actual Cost on the included projects. You can view the total Actual Cost for the overall life of the included projects, or you can view the total Actual Cost only for the specified date range (you can specify an individual week or month). |
Actual Revenue | Actual Revenue is the revenue associated with the Actual Hours of the tasks. Actual Revenue is displayed in the Utilization report only after the task is marked as Complete or Done (or a status that equates with Complete). The way that the Utilization report calculates Actual Revenue for the included projects differs depending on the Revenue Type set on the task, as described in the Track revenue section in this article. |
Margin | The Margin percentage is calculated as follows: Actual Revenue - Actual Cost / Actual Revenue * 100. NOTE If Actual Revenue equals 0, Margin is displayed as 0. |
You can track the progress or cost of a project, program, or portfolio.
You can display information on the Utilization report for a given week or month, or for the overall life of the projects.
To track the progress or cost of one or more projects with a Utilization report:
Do any of the following, depending on whether you are viewing utilization information for an individual project, multiple projects, a program, or a portfolio:
To view utilization information for a single project:
To view utilization information for multiple projects:
To view utilization information for a program:
To view utilization information for a portfolio:
In the upper-right corner of the Utilization report, click the View drop-down menu, then select from the following:
The option you select determines which columns and information are available in the report. For more details about the information available in each column, see the table in Step 5.
(Optional) Select the date range for which utilization information is displayed. You can display information for a given week or month to the left of the Overall column. Information for the overall project, program, or portfolio is always displayed in the Overall column.
For more information, see the section Adjust the date range for which information is displayed in this article.
(Optional) Click any column title to sort the utilization report by the information in that column. Sorting works only when you include multiple items in your report. For example, you can sort the results of your report when you are looking at more than one project (or portfolio or program). You cannot sort the results when you are looking at only one project (or one portfolio or one program) at a time.
Use the information in the section Overview of the Utilization report in this article to learn about each column in the Utilization report.
You can filter the content displayed in a Utilization report on a project. You can filter on tasks, issues, roles, and custom data. When you apply a filter to the Utilization report, the Utilization report contains information based on the criteria that you select.
You can create a filter, or apply a filter that you previously created.
When you create a filter, all Workfront users who have access to the Utilization report also have access to the filter you create. Similarly, when you modify an existing filter, the filter is modified for all users who have access to the Utilization report.
To create or modify a filter:
To filter utilization information for a single project, go to the project for which you want to filter utilization information, then click Show More>Utilization in the left panel.
Or
To filter utilization information for multiple projects, for a program, or for a portfolio, click the Main Menu icon in the upper-right corner of Workfront, Resourcing, Utilization in the left panel, then Show>Programs or Portfolios orProjects.
Click the Filter icon to display the filter options.
(Conditional) To modify an existing filter, click the Filter drop-down menu, then select the filter you want to modify.
Specify the following information to create or modify the filter:
Portfolios: Begin typing the name of the portfolio that contains the information you want to include in the Utilization report, then click the name when it appears in the drop-down menu.
Repeat this process to include information from multiple portfolios in the Utilization report.
To include all portfolios from your system in your filter, click Add all. (This option is available only if you have fewer than 10 portfolios in your system.)
Programs: Begin typing the name of the program that contains the information you want to include in the Utilization report, then click the name when it appears in the drop-down menu.
Repeat this process to include information from multiple tasks in the Utilization report.
If you already designated any portfolios in the filter, the program you specify must be from the portfolios already included in the filter. If it is not, data from the program is not included in the Utilization report.
To include all programs from your system in your filter, click Add all. (This option is available only if you have fewer than 20 programs in your system.)
Projects: Begin typing the name of the project that contains the information you want to include in the Utilization report, then click the name when it appears in the drop-down menu.
Repeat this process to include information from multiple projects in the Utilization report.
If you already designated any portfolios or programs in the filter, the project you specify must be from one of the portfolios or programs already included in the filter. If it is not, data from the project is not included in the Utilization report.
To include all projects from your system in your filter, click Add all. (This option is available only if you have fewer than 250 projects in your system.)
Tasks: Begin typing the name of the task that contains the information you want to include in the Utilization report, then click the name when it appears in the drop-down menu.
Repeat this process to include information from multiple tasks in the Utilization report.
If you already designated any portfolios, programs, or projects in the filter, the task you specify must be from one of the portfolios, programs, or projects already included in the filter. If it is not, data from the task is not included in the Utilization report.
Issues: Begin typing the name of the issue that contains the information you want to include in the Utilization report, then click the name when it appears in the drop-down menu.
Repeat this process to include information from multiple issues in the Utilization report.
If you already designated any portfolios, programs, or projects in the filter, the issue you specify must be from one of the portfolios, programs, or projects already included in the filter. If it is not, data from the issue is not included in the Utilization report.
Cost information for issues is not always included in the Utilization report. For more information about when cost information for issues is included in the Utilization report, see the section Track progress, cost, and revenue with the Utilization report in this article.
Roles: Begin typing the name of the role you want to be represented in the Utilization Report, then click the name when it appears in the drop-down menu. Repeat this process to include additional roles.
The Utilization Report contains information only for the roles you specify. For example, a task contains 10 Actual Hours. 6 of those hours are from a Designer role and 4 are from a Developer role. If you filter the Utilization Report by role for Designer, the 4 hours that come from the Developer role are excluded from the report.
Add Filter Rule: Click Add Filter Rule, click in the first field, then begin typing the field name that you want to filter on. If the field is available, it populates for each object where it can be associated. Click the name of the field to add it to the filter.
You must type the field name and not the field label. The field label displays on a custom form attached to an object. For information about the difference between the label and the name of a custom field, see Create or edit a custom form.
For more information about the fields you see in the columns, see Glossary of Adobe Workfront terminology.
Choose the filter and condition modifiers for the filter. The available modifiers are described in Filter and condition modifiers.
To create a new filter, click Save Filter.
Or
To modify an existing filter, click the drop-down arrow next to the Save Filter button, then click Save New Filter.
In the Filter Name field, specify a name for the filter, then click Save.
The Utilization area is filtered with the information you included in the filter.
To apply a filter on the Utilization Report for a single project, go to the project for which you want to filter, then click Show More>Utilization in the left panel.
Or
To apply a filter on the Utilization Report for multiple projects, for a program, or for a portfolio, click the Main Menu icon in the upper-right corner of Workfront, Resourcing, Utilization in the left panel, then Show>Programs orPortfolios orProjects.
Click Saved Filters, then select the filter you want to apply from the drop-down menu.
To duplicate a filter on the Utilization Report for a single project, go to the project for which you want to duplicate the filter, then click Show More>Utilization in the left panel.
Or
To duplicate a filter on the Utilization Report for multiple projects, for a program, or for a portfolio, click the Main Menu icon in the upper-right corner of Workfront, then click Resourcing, then Utilization in the left panel.
Click Saved Filters, mouse over the filter you want to duplicate in the drop-down menu, then click the Duplicate icon.
The Duplicate Filter dialog box is displayed.
In the Filter Name field, specify a name for the new filter, then click Save.
When you rename a filter, all Workfront users who have access to the Utilization report see the new name that you choose.
To rename a filter:
To rename a filter on the Utilization Report for a single project, go to the project for which you want to rename the filter, then click Show More>Utilization in the left panel.
Or
To rename a filter on the Utilization Report for multiple projects, for a program, or for a portfolio, click the Main Menu icon in the upper-right corner of Workfront, then click Resourcing, then Utilization in the left panel.
Click Saved Filters, mouse over the filter you want to duplicate in the drop-down menu, then click the Rename icon.
The Rename Filter dialog box is displayed.
In the Filter Name field, specify a name for the new filter, then click Save.
When you delete a filter, the filter is deleted for all Workfront users who have access to the Utilization report.
To delete a filter:
To delete a filter on the Utilization Report for a single project, go to the project for which you want to delete the filter, then click Show More>Utilization in the left panel.
Or
To delete a filter on the Utilization Report for multiple projects, for a program, or for a portfolio, click the Main Menu icon in the upper-right corner of Workfront, then click Resourcing, then Utilization in the left panel.
Click Saved Filters, mouse over the filter you want to duplicate in the drop-down menu, then click the Delete icon.
Click Delete when prompted whether you want to delete the filter.
You can adjust the date range for which utilization information is displayed. You can select a past or future date. Changes you make are visible only to you.
To adjust the date range of the Utilization Report for a single project, go to the project for which you want to adjust the date range, then click Show More>Utilization in the left panel.
Or
To adjust the date range of the Utilization report for multiple projects, for a program, or for a portfolio, click the Main Menu icon in the upper-right corner of Workfront, then click Resourcing, then Utilization in the left panel.
Click the date range next to the Export button.
The current week is selected by default.
Select from the following options:
The date range you select is displayed in the utilization report, to the left of the Overall column.
Workfront remembers whether you want to view a week or month view. The next time you access the utilization report, the current week or current month is shown, depending on the option you select.
You can export utilization information for a project, program, or portfolio from Workfront. Information can be exported only in XLSX, TSV, and PDF formats.
When viewed in Microsoft Excel, negative numbers are displayed in parenthesis.
To export utilization information:
To export utilization information for a single project, go to the project for which you want to export utilization information, then click the Utilization tab (depending on your layout settings, this might be located under the More tab).
Or
To export utilization information for multiple projects, for a program, or for a portfolio, click the Main Menu icon in the upper-right corner of Workfront, then click Resourcing, then Utilization in the left panel.
Click Export, located in the upper-left corner of the Utilization tab.
Select from the following options:
PDF: Exports the report in PDF format. This is the recommended format if you are planning to print the report.
Select either Letter - Portrait, Letter - Landscape, or Other Sizes (provides options for exporting in Legal (8.5" x 14"), Ledger (11" x 17"), and A4).
Depending on the operating system you use, you might have the option of opening or saving the file. Either open the file with the associated application or save it to your hard drive.
Excel: Exports the report in XLSX format. This is the recommended format if you are planning to further analyze the data in Excel.
Depending on the operating system you use, you might have the option of opening or saving the file. Either open the file with the associated application or save it to your hard drive.
Tab Delimited: Exports the report in TSV format. This is the recommended format if you are planning to import the data into third-party software for further analysis.
Depending on the operating system you use, you might have the option of opening or saving the file. Either open the file with the associated application or save it to your hard drive.
Read the information in the article Export data to understand how to use the exported file.
You can visualize the data from the Utilization report in a chart view.
To view a Utilization report for a single project in a chart format, go to the project you want to view, then click Show More> Utilization in the left panel.
Or
To view a Utilization report in a chart format for multiple projects, for a program, or for a portfolio, click Reporting in the Global Navigation Bar to go to the Reporting area, then click the Utilization tab.
In the upper-right corner of the Utilization report, click the Chart icon.
The Utilization report is displayed in a chart view.
(Optional) Configure this to show Projects, Programs, or Portfolios by selecting the appropriate option from the Show drop-down menu.
(Optional) Mouse over a specific point in time on the report to view data for that point in time.
(Optional) Adjust the filters to decide what information is displayed in the chart. For information about adjusting the filters, see the section Filter utilization information in this article.
(Optional) Configure the time frame of the chart report, as described in the section Adjust the date range for which information is displayed in this article.