Understand reporting components

Transcript

Welcome to Reporting Components. In this video you will learn the key components behind Workfront reporting and how these components are used in a reporting element. Reporting components are the building blocks of filters, views, and groupings. Workfront’s reporting components are object type, field source, field name, filter qualifiers, and value field. The object type designates which Workfront object you’re dealing with. An object is an item in Workfront. For example, a project, a task, or an hour entry. Filters, views, and groupings are based on and specific to the object type. For example, the My Projects filter is based on the project object type and the My Tasks filter is based on the task object type. The field source is the item in Workfront that the piece of information is attached to, and the piece of information is the field name. So if we’re referring to the description of a project, the field source would be project and the field name would be description. Some information fields are filled in automatically by Workfront and some are filled in by you when you create or edit an item. The value of the field is what the field contains. For example, the priority field can have a value of low, normal, high, or urgent. The filter qualifier allows you to specify which values you’re interested in seeing or not seeing in your report. For instance, this filter statement says to only show the tasks where the priority field has value equal to high. Let’s take a look at the My Projects filter to see how it uses the reporting components. The filter has two filter rules. The first shows a field source of project and a field name of status equates with. The qualifier is equal and the value is current. So what does that mean? You’ll only see projects where the status equates with current. But there are two filter rules here. This AND between the two filter rules means both have to be true in order for a project to pass through the filter. The second filter rule has project users as the field source. This looks at a list of all users assigned to the project. This is called the project team. Each user has a user ID number in Workfront and we want to see if the ID of the logged in user matches one of the user IDs on the project team list. Now to do this, we will use a wildcard. In the filter, user ID tells Workfront to look at the ID of the logged in user. So this second rule says to show only projects where the logged in user is on the project team. You would read the entire filter as show me current projects where the logged in user is on the project team. In this example, we’ve been looking at a filter. But you can see the field source, field name combinations in views and groupings as well. Here we’re going to look at the standard view. You can see that each of these columns has a field source and field name such as owner name. This is the owner of the project. And project description. Now let’s look at a grouping. We’ll open the company grouping. If you’re grouping by the name of the company that the project is in, you’d see company name here.