Edit report filters in a Canvas Dashboard

Last update: Wed Sep 24 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Reports and Dashboards

CREATED FOR:

User

IMPORTANT

The Canvas Dashboards feature is currently only available for users participating in the beta stage. Parts of the feature may not be complete or work as intended during this stage. Please submit any feedback regarding your experience by following the instructions in the Provide feedback section in the Canvas Dashboards beta overview article.

If you have feedback regarding a possible bug or technical issue, please submit a ticket to Workfront Support. For more information, see Contact Customer Support.

Please note that this beta is not available on the following cloud providers:

Bring Your Own Key for Amazon Web Services
Azure
Google Cloud Platform

You can edit report filters once you’ve applied them to a Canvas Dashboard to update the data that displays as a project progresses.

Access Requirements

Expand to view access requirements for the functionality in this article.

table 0-row-2 1-row-0 2-row-2 3-row-2 4-row-2 layout-auto html-authored no-header
Adobe Workfront package	Any

Adobe Workfront license	Standard Plan
Access level configurations	Edit access to Reports, Dashboards, and Calendars
Object permissions	Manage permissions for the dashboard

For more detail about the information in this table, see Access requirements in Workfront documentation.

Prerequisites

You must add a filter to a report before it can be edited.

Edit a report filter

NOTE

There are many available configuration tools for building and editing a report filter. For more information on these tools, see the following section in this article: Considerations when editing a report filter.

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Dashboards.
In the left panel, click Canvas Dashboards.
On the Canvas Dashboards page, click the More icon in the upper-right corner of the report that contains the filter you want to edit, then select Edit.
On the left side of the Configure dialog box, select the Filters panel.
Click Edit filter.
Select the field or the modifier that you want to edit, then adjust the current selections as needed.
(Optional) Click Add filter group to add another set of filtering criteria. The default operator between the sets is AND. Click the operator to change it to OR.
Click Save.

Considerations when editing a report filter

Date-based wildcards filter variables

Date-based wildcard options can be used in combination with any date filter attribute. For information about adding a date-based wildcard to a report, see the article Use date-based wildcards to generalize reports.

NOTE

If you create a date and time calculation that doesn’t include a time portion, or that uses the date wildcards $$TODAY or $$NOW, the system uses the date according to the Coordinated Universal Time (UTC) zone, not according your local timezone. This can cause an unexpected date result.

You can choose from the following date-based wildcards:

$$TODAY

We recommend that you build date-sensitive filters using this wildcard so you avoid building the filter again tomorrow, next week, or next month.

For example, if you want to display all tasks due before today, you can use the following rule in a task filter: Planned Start Date Less Than $$TODAY.

$$TODAY is always equal to midnight for the current day.

$$NOW

This is similar to the $$TODAY wildcard but includes the current date and time. $$NOW is equal to the current date and time.

For example, if you want to display all hour entries provided up to the current time, you can do this by using the following rule in an hour filter: Planned Start Date Less Than $$NOW.

Note: This wildcard is not supported in the Resource Planner.

To indicate various periods of time and various points in time (future or past), you can combine the wildcards above with the following:

Attributes

calendar quarter

hour

day

week

month

year

Qualifiers

beginning of the period (without a specified attribute, defaults to beginning of the week: Sunday)

ending of the period (without a specified attribute, defaults to end of the week: Saturday)

Operators

add value to wildcard value

subtract value from wildcard value

For example, the wildcard $$TODAYb+2w refers to “2 weeks from the beginning of this week.” The wildcard *$$NOW+2h refers to “2 hours from now.”

Logged-in user wildcard filter variables

When filtering on the user name attribute, you will view the Me (Logged in user) option.
When filtering on a group name attribute, you will view the My home group (Logged in user group) and My other groups (Logged in user groups) options to use in a filter condition.
When filtering on a team name attribute, you will view the My default team (Logged in user team) and My other teams (Logged in user teams) options to choose from in the filter condition.

Referencing children objects

Available relationships for additional columns, filter options, and grouping attributes are generally limited to objects higher in the Workfront object hierarchy or otherwise have a single selection on the report’s base entity object. There are some exceptions to this, which include the following:

Project > Tasks
Document Approval > Document Approval Stages
Document Approval Stages > Document Approval Stage Participants

When utilizing any of the parent-to-child relationships listed above, you will see a row in the table for each child record connected to the parent object.

Field operators by field type

Expand to view list of field operators by field type.

table 0-row-4 1-row-4 2-row-4 3-row-4 4-row-4 5-row-4 html-authored no-header
Field Type	Example	Operators	Wildcards
Object / Reference Name	Any native name attribute or custom lookup	Equal Not Equal Contains Not Contains Is Null Is Not Null	User: Name Me (Logged in user) Group: Name My home group (Logged in user group) My other groups (Logged in user groups) Team: Name My default team (Logged in user team) My other teams (Logged in user teams)
String / Text Input	Project: Description	Equal Not Equal Contains Not Contains Is Null Is Not Null
Integer / Double	Project: Planned Hours Task: Percent Complete	Equal Not Equal Greater Than Greater Than or Equal Less Than Less Than or Equal Is Null Is Not Null
Date / Date Time	Project: Planned Start Date Hour: Entry Date	Equal Not Equal	By toggling on the Set relative date option, you can apply relative date wildcards to make the report more dynamic and self-adjust based on common date periods. $$TODAY $$NOW
Boolean	Project: Has Documents Task: Is Critical User: Is Active	Equal Not Equal

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