Fourth Quarter 2026 Reporting enhancements

This page describes Reporting enhancements made with the Fourth 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 Fourth Quarter 2026 release cycle, see Fourth Quarter 2026 release overview.

Approval Type field in Canvas Dashboards

The Approval entity now includes an Approval Type field, which lets users distinguish between proof approvals, document version approvals, intake approvals, and other approval kinds.

Approval terminology update in Canvas Dashboards

The following field names used in Canvas Dashboards for document and work approvals have been renamed for clarity:

This change does not impact the way current reports function.

Pivot table reports in Canvas Dashboards

The new pivot table report type in Canvas Dashboards aggregates data with accurate, complete roll-ups. You can build metrics like counts, sums, and averages directly on your dashboard, then drill into the underlying records behind any total.

For more information, see Build a pivot table report in a Canvas Dashboard.

Enforcing end dates for scheduled reports

Scheduled reports now require an end date to prevent indefinite delivery. Schedules that pass their end date are automatically deactivated.

Existing schedules have been updated with end dates to improve reliability and reduce unnecessary system usage. Workfront also provides added visibility and warnings to help you manage report schedule lifecycles as they approach their end date.

For more information, see Schedule an automatic report delivery.

Native reference fields are available for lists and reports

You can now add native reference fields to lists and reports in Workfront.

A native reference field is a custom field. When the field is on a custom form attached to an object, the field is populated from the object data. For example, if the field references the Description field and it is on a custom form attached to a project, it pulls in the project description. (The field may show “N/A” if no data is available.)

For information about creating native reference fields, including the list of supported native fields, see Create a custom form.
For information about adding fields to reports, see Create a custom report.

Consistent ordering for multi-select field values in legacy lists and reports

You now see selected options for multi-select custom fields in a consistent, predictable order on legacy lists and reports. Field order is determined by how the fields are arranged in the custom form.

Previously, selected options displayed in the order you chose them, or in an inconsistent order, which made rows harder to scan and compare.

Note: The new sort does not apply if the field is using text mode.