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Edit report settings

December 5, 2024
  • Topics:
  • Reports and Dashboards

CREATED FOR:

  • User

You can edit the settings of a report to define how it displays for other users, or what kind of information can users prompt for before they run the report.

Access requirements

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

You must have the following access to perform the steps in this article:

Adobe Workfront plan*
Any
Adobe Workfront license*

New:

  • Standard

Current:

  • Plan
Access level configurations*

Edit access to Reports, Dashboards, Calendars

Edit access to Filters, Views, Groupings

Object permissions
Manage permissions to a report

*For information, see Access requirements in Workfront documentation.

How-to steps

  1. Start creating a report by going to the Main menu > Reports, then select the object of your report.

    Or

    Open an existing report, then click Report Actions > Edit.

  2. Click Report Settings in the upper-right corner of the report builder.

  3. Configure the following report settings:

    Report Title
    Specify a title for the report.
    Description
    Specify a statement describing the purpose and uses of the report.
    Run this report with the Access Rights of
    Select the user whose access rights you want this report to use when displaying for other users. For more information about running a report with the access rights of another user, see the article Run and deliver a report with the access rights of another user.
    When the Report loads, show the
    Select the default tab that is displayed for all users when the report loads.
    When the report loads on a dashboard, show ... items
    Specify the number of items that are displayed for all users when the report loads on a dashboard. The default is 15 items and the maximum number of items is 200.
    Show the Resource Grid view on the Details tab
    Show a special view on the Details tab
    (Project Report Only) Specify the type of view users will see when they access this information on the Details tab. For example, you can select a Milestone or Gantt view.
    Show this report in a Gantt view by default
    (Project Report and Task Report Only) Select this option to have the Gantt view automatically enabled when users view the Details tab in this report.
    For more information about viewing the Gantt chart in project reports and task reports, see the section "View task information in the project list Gantt Chart" in the article View information in the Gantt Chart.
    Allow View to be changed on the report
    Select this option to allow users to change the View when running the report.
    Allow Group to be changed on the report
    Select this option to allow users to change the Group when running the report.
    Allow Filter to be changed on the report
    Select this option to allow users to change the Filter when running the report.

  4. Click Report Prompts to set up any prompts for the report.
    For more information about adding prompts to a report, see the article Add a prompt to a report.

  5. Click Done, then click Save + Close.

Additional information

See also:

  • Get started with reports
  • Use Adobe Workfront built-in reports
  • Create a custom report
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