Second Quarter 2026 Reporting enhancements

This page describes Reporting enhancements made with the Second Quarter 2026 release to the Preview environment. These enhancements will be made available in the Production environment as noted.

For a list of all changes available at this point in the Second Quarter 2026 release cycle, see Second Quarter 2026 release overview.

Current version field for Document Versions

We have added a currentVersion boolean field to the Document Version object to make it easier to identify and report on the latest version of a document.
With this update:

Existing filters for classic reports using isCurrentVersion or isDocumentCurrentVersion continue to work as documented.

Scheduled Report Delivery Now Supports Link-Based Emails

Workfront now includes a new Link delivery type for scheduled reports. Instead of generating and attaching a file, this option sends an email containing a direct link to the report in Workfront, allowing recipients to view{{$include }} the most current data in the application.

The Link option is now the default delivery type for newly created scheduled report delivery rules, while existing file-based formats (HTML, PDF, Excel, and TSV) remain available.

With this change, we’ve also updated the look-and-feel of the report delivery email.

For more information, see Schedule an automatic report delivery.

Run reports as a specific user in Canvas dashboards

You can now configure reports on Canvas dashboards to run as a specific user. When enabled, the report displays data based on the selected user’s access instead of the viewer’s permissions.

This ensures more consistent and reliable data across dashboard viewers, even when access to Planning workspaces, record types, or authorization settings differs.

For more information, see Build a KPI report in a Canvas Dashboard, Build a chart report in a Canvas Dashboard, or Build a table report in a Canvas Dashboard.

New Authentication Options for Data Connect Connection

You can now authenticate to Data Connect using RSA keys or Programmatic Access Tokens (PAT) connections, adding more secure and flexible alternatives to traditional username/password credentials.

These new options allow organizations to maintain stable connections from Power BI, Tableau, and other third‑party BI tools without relying on user-based login methods.

Custom field labels shown when building reports

The custom field label is now displayed before the field name and object in the report building tools, helping you locate fields more easily. Field labels are also shown when defining filters, views, and groupings in lists.

The custom field label is intended for the system interface, while the field name is frequently used for the API and back-end storage purposes, and may not be as helpful when locating a field.

For more information, see Create a custom report.

Shareable Report Folders

You can now organize and share reports using shareable report folders. This new feature helps teams that manage large volumes of reports maintain scalable and consistent access control:

For more information, see Use shareable report folders.

Improved Date Labels for Chart Groupings in Canvas Dashboards

Charts that group data by date now display clearer, more readable date labels. With this update, date labels dynamically adjust based on the selected Group by option—such as day, week, month, or year—making charts easier to read and interpret at a glance:

Previously, chart groupings always showed the start date of the selected period in a numeric format.