Explore reporting components in Workfront
In this step, you will delve into the concept of reporting components within Workfront, which are crucial for creating filters, views, and groupings. You will learn about object types, field sources, field names, value fields, and filter qualifiers. These components serve as the building blocks for customizing reports to suit specific needs, ensuring that you can tailor your data presentation effectively.
- Object Type: Specifies the Workfront object being dealt with, such as a project, task, or hour entry. Filters, views, and groupings are specific to the object type.
- Field Source and Field Name: The field source is the item in Workfront where information is attached, and the field name is the specific piece of information (e.g., “description” for a project).
- Value Field: Represents the content of a field, such as “low,” “normal,” “high,” or “urgent” for the priority field.
- Filter Qualifier: Defines which values to include or exclude in a report, such as showing tasks with a priority of “high.”
Key takeaways
- Reporting Components: Workfront’s reporting components include object type, field source, field name, filter qualifiers, and value field, which are essential for creating filters, views, and groupings.
- Object Type Specificity: Filters, views, and groupings are tied to specific object types, such as projects, tasks, or hour entries, ensuring reports are tailored to the relevant data.
- Filter Rules: Filters use field source, field name, qualifiers, and values to define criteria. For example, the “My Projects” filter shows only current projects where the logged-in user is part of the project team.
- Views and Groupings: Views display field source and field name combinations in columns (e.g., “owner name”), while groupings organize data based on specific criteria (e.g., “company name”).
- Wildcard Usage: Wildcards in filters allow dynamic matching, such as identifying logged-in users within a project team, enhancing personalization in reporting.
Next, you will learn how to create a basic grouping in Workfront to organize project lists efficiently.