Get started with reports

Reports provide visibility into what is happening with users and work. Using reports, you can display information about objects in Adobe Workfront.

For information about understanding objects and how they can be reported on in the Workfront application, see Adobe Workfront objects overview.

Report elements

Reports are a combination of the following three elements in Workfront:

For information about report elements, see Reporting elements: filters, views, and groupings.

To enhance your reports, you can add the following elements:

When building a report, you can modify any of these elements individually in the report builder.

Another way of enhancing the relevance of the information included in your reports is by applying conditional formatting to your views. For information about using conditional formatting, see Use conditional formatting in views.

System reports

Workfront provides several system reports that come loaded in your system by default.
After entering information in your system you can use these reports to display the information visually.

For more information about how to access system reports and which system reports are available, see Use Adobe Workfront built-in reports.

Create reports

In addition to the system reports that Workfront provides, you can create your own customized reports to meet the needs in your organization.

To create a report you can do one of the following:

For information about creating reports, see Create a custom report.

Prerequisites for creating reports prerequisites-for-creating-reports

Report ownership report-ownership

When you create a report in Workfront, you become the default owner of the report and it displays in your My Reports section. You cannot change the owner of a report.

When you copy a report, you automatically become the owner of the copied report.
For information on copying reports, see Create a copy of a report.

You can see who owns a report by reviewing the Entered By field.

Create reports in the builder interface create-reports-in-the-builder-interface

We recommend that you use the report building interface first to build a new report. The interface offers a streamlined set of tools that walk you through putting elements together to create the report you want. You have objects and fields that you can select from lists and add to all your reporting elements.
For more information about creating reports in the report building interface, see Create a custom report.

For a list of objects that you can report on, see the Report on objects section in the article Adobe Workfront objects overview.

For more information on the fields that you can display in reports, see Glossary of Adobe Workfront terminology.

Create reports in Text Mode create-reports-in-text-mode

At times, you might be not able to find certain fields in the builder interface, but they might be available in the API.
For information about what fields are available in the API, see the article API Explorer.

For information about how to use the API Explorer, see the article Using the API Explorer.

Text Mode enables you to create more complex views, filters, groupings, and prompts by allowing you to use fields that are not available in the standard mode interface.

Text Mode terminology text-mode-terminology

You must use a specific syntax to use the Workfront Text Mode interface.

For more details about the Workfront syntax for text mode, see Text mode syntax overview.

Calculated Columns, Conditional Formatting, and other uses of Text Mode calculated-columns-conditional-formatting-and-other-uses-of-text-mode

Outside of reporting on fields that are not available in the builder interface, you can use Text Mode to display calculations or comparisons between certain fields.

For a list of the most common uses of Text Mode in a report, see Overview of common uses for Text Mode.

For information about including calculated custom data in reports, see Calculated custom data in reports.

For information about comparing fields in conditional formatting, see Compare fields in conditional formatting.

You can also refer to collection fields using Text Mode in reports.
For information about using Text Mode to display collection information in a report, see Reference collections in a report.

Text Mode samples text-mode-samples

We have a library of samples of the most used views, filters, and groupings you can create with Text Mode.

To browse this library and use some of the samples we offer, see the article Custom view, filter, and grouping samples: article index.

The tabs of a report

A report can contain several tabs when you run the report in the interface.

For information about running a report, see the article Run a report.

On each tab, the information you include in the report displays in slightly different formats. Choose the format that best fits the needs of your organization.

You can make any tab the default tab of the report. The default tab is the first tab that displays when you click the name of a report to open it, and it is the tab that displays when you place the report on a dashboard.

Details tab details-tab

The Details tab of a report displays the object of the reports and the attributes that you choose for that object in a list form. Every report has a Details tab.

Summary tab summary-tab

Reports that include a grouping have a Summary tab.

The same information displayed in list format on the Details tab is summarized and aggregated according to the groupings in the report on the Summary tab.

For information about groupings, see Groupings overview in Adobe Workfront.

Matrix tab matrix-tab

Reports that include a Matrix Grouping have a Matrix tab.

The same information displayed in list format on the Details tab is displayed in a table format, grouped by the groupings in the report on the Matrix tab.

When you add a Matrix grouping to a report, the Summary tab is replaced by the Matrix tab.

For information about building a Matrix Grouping, see the article Create a matrix report.

Chart tab chart-tab

Reports that include a chart have a Chart tab.

Consider including a chart in your reports for impactful dashboards for your executives. Charts are a concise way to display the information in a report. You can expand a chart element by clicking it to display the items included in that element.

For information about building a report with a chart, see the article Add a chart to a report.

Prompts tab prompts-tab

Reports that include a prompt have a Prompts tab.

A prompt allows you to add a filter to a report every time you run the report. When you add a prompt to the report, the Prompts tab becomes the default tab of the report automatically. This cannot be changed to another tab.

For information about building a prompt for a report, see the article Add a prompt to a report.

Share reports

After you create a report, you can share it with other users.

Give sharing permissions to a report give-sharing-permissions-to-a-report

You can give sharing permissions to another user to View or Manage a report you create. You can give another user a level of permissions equal or lesser than yours. You can also make a report public using sharing permissions. For information about sharing a report, see Share a report in Adobe Workfront.

Schedule a report delivery schedule-a-report-delivery

You can schedule a report for delivery. The users you are sharing the report with receive an email with an attachment of the report results. The attachment can be in the following formats:

For information about scheduling a report delivery, see Report delivery overview.

Export the results of a report export-the-results-of-a-report

You can export the results of a report to the following file formats:

For information about exporting the results of a report, see Export data.

After the report is exported to one of these formats, you can share it with other users by emailing it as an attachment or printing it.

Add a report to a dashboard add-a-report-to-a-dashboard

You can add a report to a dashboard and share the dashboard with other users. For information about adding reports to a dashboard, see Add a report to a dashboard.

Create calendars

If you want to display your data in a calendar format, you can create calendars instead of reports.

For information about building and using calendars, see Calendar reports overview.

Report usage

After creating reports and sharing them with other users, you can track how often they use these reports.
For information about report usage, including how often they are viewed, by what user, and what dashboards they display on, see the article Report usage overview.

Common terms used in reference to reports

The following terms are used in reference to Workfront reports: