Explore Workfront reporting elements
In this step, you will delve into the reporting elements within Workfront, including filters, views, and groupings. You will learn how these elements help refine list reports for projects, tasks, and other objects. Discover how filters narrow down lists based on specific criteria, views determine the information displayed in columns, and groupings organize lists based on criteria like planned completion date or progress status. You will also see how to customize and share these reporting elements to tailor reports to your needs.
The video also demonstrates how to customize reporting elements and share them with others. These tools enable users to tailor list reports to their needs for better visibility and management.
Key takeaways
- Three Reporting Elements: Workfront uses filters, views, and groupings to refine list reports for projects, tasks, and other objects.
- Filters for Specific Criteria: Filters narrow down lists based on criteria, such as showing active projects or tasks assigned to you.
- Views for Field Information: Views determine the columns displayed, allowing users to focus on specific fields like revenue, expenses, or progress.
- Groupings for Organization: Groupings organize lists based on criteria like planned completion date or progress status, helping users quickly assess project health.
- Customization and Sharing: Users can create and share custom reporting elements to tailor list reports to their specific needs.
Next, you will explore the concept of reporting components in Workfront, which are essential for creating filters, views, and groupings.