Understand reporting elements

Transcript

Welcome to Reporting Elements. In this video, you will learn how to use existing reporting elements to access the valuable information being tracked in Workfront. Workfront has three reporting elements, filters, views, and groupings. They are different depending on what you’re looking at. Here, you’re looking at a list of projects, so the filters, views, and groupings are created specifically for projects. Other types of lists, tasks, issues, documents, or users, for example, have their own set of reporting elements. Filters help you find the objects you want to see in your list. They allow you to narrow down the list based on specific criteria. For instance, you’re looking at all of the projects you have rights to see, but you can quickly change the filter from All to Active if you only want to see active projects. Views determine the information you see about each item in the list. The columns display information from the various fields, such as name, description, and percent complete. Groupings organize your list based on a specific criteria, such as the planned completion date. This is also referred to as the due date. When you choose completion date by month, the list organizes the projects by the month they’re planned to be completed in. Using filters, views, and groupings, you can refine list reports, like this list of projects, to see just the items you want and the details you want to know about them. What if you want to see all your current projects? Change the filter to My Projects. This shows all the projects where you’re the project owner or you have an assignment on the project. Which fields do you want to see? Choose a view that contains the fields you’re interested in. Let’s choose Revenue. Each of the columns represents a piece of information about the project, such as the project name and the planned revenue. There are more than 100 native fields in a project, so different views can highlight particular fields you may be interested in. Take a look at the Expenses view. You still see the project name for reference, but you also see planned and actual expenses. How do you want to group these fields? Workfront has a field called Progress Status. Think of Progress Status as a health indicator that shows if a project is on time, late, or at risk. When you group by Progress Status, you quickly see all the projects gathered together based on the health of the project. Filters, views, and groupings exist on every list report. Let’s take a look at a task report. Opening the Email Blast for New Energy Drink project takes you to the Tasks List report. Here, the All filter displays all the tasks in the project. To see all of the tasks assigned to you, whether you’re assigned alone or with other people, choose the My Tasks filter. The standard view shows fields like assignments, duration, and planned hours. You can even edit this information using the Inline Editing feature, provided you have edit rights to the task. Finally, change the grouping to Start Date by Week to organize your tasks by when they’re coming up. So far, we’ve only been showing filters, views, and groupings that come with your Workfront instance. You can also create your own reporting elements and share them with other users. If one is shared with you, it will appear here at the bottom of the list. You may have to scroll down to find it. In this video, you learned how to use Workfront’s reporting elements, filters, views, and groupings in both a project list and a task list report. Filters, views, and groupings allow you to refine any list report to better meet your needs.