Key takeaways

In this module, you learned how to effectively use Workfront's reporting features to access and refine information. You explored reporting elements like filters, views, and groupings, and understood how to create and customize reports to meet specific needs. You should now understand how to tailor Workfront reports for better project management and collaboration.

The following are some of the key takeaways from the module:

• Workfront uses filters, views, and groupings to refine list reports for projects, tasks, and other objects.
• Filters narrow down lists based on criteria, such as showing active projects or tasks assigned to you.
• Views determine the columns displayed, allowing users to focus on specific fields like revenue, expenses, or progress.
• Groupings organize lists based on criteria like planned completion date or progress status, helping users quickly assess project health.
• Users can create and share custom reporting elements to tailor list reports to their specific needs.

Now it's time to measure how well you learned these lessons with a short quiz.