Explore Workfront reporting elements
The video explains how to use Workfront’s reporting elements—filters, views, and groupings—to access and refine valuable information in list reports for projects, tasks, and other objects. Filters help narrow down lists based on specific criteria, such as showing only active projects or tasks assigned to you. Views determine the information displayed in columns, highlighting specific fields like revenue or expenses. Groupings organize lists based on criteria like planned completion date or progress status.
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.
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