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Group report data in a Canvas Dashboard

Last update: September 16, 2026

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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

Grouping organizes your report results so related records appear together. How grouping works depends on the report type, so this article has a separate section for each.

Access Requirements

Expand to view access requirements for the functionality in this article.
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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 have a report on a dashboard, or be building one, before you can group its data. For more information, see Create a Canvas Dashboard.

Group rows in a table report

In a table report, grouping organizes the rows of the report itself.

  1. In the Configure dialog box, click the Group Settings icon in the left panel.

  2. Click Add grouping, then select the field you want to group by. The grouping appears in the preview on the right.

  3. (Optional) Repeat to add more groupings.

Configure drilldown groupings in chart and KPI reports

In chart and KPI reports, you don’t group the main visualization. Instead, you configure how the drilldown table is grouped when a viewer drills into a value.

  1. In the Configure dialog box, click the Drilldown Group Settings icon in the left panel.

  2. Click Add grouping, then select the field you want to group the drilldown table by.

Configure segments in a pivot table report

Pivot table reports don’t use groupings. Instead, you define up to two segments, which are the categories the pivot’s metrics are grouped and totaled by.

  1. In the Configure dialog box, click the Segments icon in the left panel.

  2. Click Add segment, then select the field you want. The segment appears as a column in the preview.

  3. (Optional) Repeat to add a second segment. You can add a maximum of two segments.

View grouped data on a dashboard

Report viewers can expand, collapse, and sort grouped data. For more information, see View reports with grouped data in Use Canvas Dashboards.

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