Create a KPI report on a Canvas Dashboard

In this step, you will learn how to create a KPI report on a Canvas Dashboard in Workfront. You will start by opening your Canvas Dashboard and adding a new report. You will select the KPI report type and define the report's name and description. Then, you will build the KPI section by selecting fields, setting aggregation types, and applying filter conditions to focus on specific tasks. You will also add columns and group the tasks by project name to organize the data effectively. By the end of this step, you will have a comprehensive KPI report that provides insights into late creative tasks by project.

• Enroll in the Canvas Dashboard beta, and
• Create a Canvas Dashboard

Introduction to Canvas Dashboards shows you step by step how to do both of these.

For more information see the following help articles:
Canvas Dashboards overview
Build a KPI report in a Canvas Dashboard

Next, you will learn how to create a chart report on a Canvas Dashboard, which will allow you to visualize tasks by project and progress status.