Reporting Canvas beta: overview
Reporting Canvas
A complete reimagination of reporting in Workfront, the new Reporting Canvas tool is currently in development. In designing Reporting Canvas, we have worked hard to provide an experience that offers maximal flexibility coupled with an intuitive, modular design—so that users like you can most effectively leverage your own data in making and sharing reports. Through a new, unified report type that allows you to drag-and-drop nearly every element onto a limitless canvas, creating a visual data masterpiece will soon be easier than ever before.
This article contains information about the current private beta, which is limited to specific customers. New Reporting Canvas features are now being deployed through Canvas Dashboards. See Development plan below for more information.
Development plan
We are in the final stages of resolving a data quality issue we observed early in the Reporting Canvas beta. We will soon resume work to provide new visualizations, expand the selection of reportable Workfront objects, and improve the report creation and distribution experiences, all of which are integral to realizing our goals for Reporting Canvas.
We will deliver these new experiences incrementally, beginning with the 23.2 release, through the new Canvas Dashboards page that is now available in your Preview environment. Canvas Dashboards allow you to display existing reports alongside the new reporting capabilities we are building, and will serve as our primary environment for deploying and testing new features for Reporting Canvas. For more information on enabling and using Canvas Dashboards, see Canvas Dashboards overview.
Participate in the beta
Availability
The Reporting Canvas beta is available to all organizations that are on AWS, regardless of region.
Join the beta
The Reporting Canvas beta is completely optional, but may only be opted into by a Workfront administrator. To opt in as a System Administrator:
- Select the Reporting (beta) icon in the Main menu of your Workfront instance.
- Click Accept to accept the terms and conditions.
- Allow your organization’s data to be added to Reporting Canvas (this may take up to a few hours).
- Start using Reporting Canvas.
After your organization’s data is added to Reporting Canvas, other system administrators can choose to join on an individual basis in the same way (without waiting for data to be added again).
To opt in other users that are not Workfront administrators:
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Select the Reporting (beta) icon in the Main menu of your Workfront instance.
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Click on Reporting Canvas permissions.
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Search for and select the specific users you want to participate.
note important IMPORTANT Users that you grant access to Reporting Canvas will have access to all data in the system in a read-only capacity, regardless of their standard permissions to view this data. -
Click Save.
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Add the Reporting (beta) icon into the main layout template of each user that was selected. For more information, see Customize the Main Menu using a layout template.
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Each user must then individually navigate to the Reporting (beta) icon in their main menu and accept the terms and conditions.
Submit feedback
To submit feedback about the beta:
- While in Reporting Canvas in Workfront, click the Send Feedback button.
- Fill out the form, then click Submit.
Beta FAQ
In short, migrating legacy reports won’t be available during the beta. However, it is a planned feature (with some caveats described below) for the official launch.
While the barrier to building new reports has been significantly lowered with Reporting Canvas, we understand that bringing over some of your existing reports and dashboards will help accelerate the adoption process. As such, we want to provide the tools and resources necessary to make sure you can bring over any relevant legacy items to ensure you start off on the right foot in Reporting Canvas. Since Reporting Canvas is such a radical change to the way current reporting works, however, it would be impossible to migrate every report or dashboard exactly as it is today.
Our current strategy for migration in the official releaseis to enable you to do the following:
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Identify the reports and dashboards that are relevant
- Give you the ability to export a CSV of all the reports and dashboards in the system along with any relevant tracking information (number of views, when, and by whom).
- Provide an export of reports that are set up with scheduled deliveries along with the recipients.
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Select the reports and dashboards that you want to migrate, then click Migrate
This is a one-way migration. It creates a copy of the selected reports and dashboards to Reporting Canvas, leaving the legacy report or dashboard intact in the current reporting tool.
You can migrate the same report or dashboard as many times as you want.
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In Reporting Canvas, make sure that all of the reports and dashboards you selected were migrated.
In order to provide the beta to our customers as early as possible, we have released it with only a subset of the many object types available in Workfront today. Below are the object types currently supported in the beta:
- Assignment
- Document
- Document Approval
- Expense
- Hour
- Issue
- Note
- Portfolio
- Project
- Program
- Task
- Timesheet
- Work Item
A Workfront administrator cannot opt out of the beta; however, non-system administrators can be removed by doing the following:
- Log in as a System administrator.
- Navigate to Reporting Canvas.
- Click Reporting Canvas permissions.
- Remove the users you want to opt out of the beta from the list that have been opted in.
- Click Save.