Use date-based wildcards to generalize reports
You can generalize a report by using wildcards instead of specific information when building certain reporting elements.
For example, if you want to create a report that shows the tasks that have a specific Planned Start Date, you can use the calendar date picker in a filter to select a specific date. However, if you want to create a report that shows tasks that have the Planned Start Date within a certain timeframe from the date when the report is accessed, you can use a wildcard that indicates that when someone views the report it displays information for a timeframe relevant for the moment when they view the report.
For example in the past week, in the past year, in the next two weeks, etc. This way, you build the report once, but because you use a wildcard in the filter, it produces different results every time someone reads it because it adapts to the day when they run the report.
You can use date-based wildcards when building the following reporting elements:
- Filters
- Custom prompts
- Views when adding rules for columns
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Standard Plan |
| Access level configurations |
Edit access to Filters, Views, Groupings Edit access to Reports, Dashboards, Calendars to edit reporting elements in a report |
| Object permissions |
Manage permissions to a report to edit reporting elements in a report Manage permissions to a view or filter to edit them |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Prerequisites
You must create a report before you can add wildcard variables to it.
For information on creating a report, see Create a report.
How-to steps
To insert a date-based wildcard in a report:
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Go to a report for which you want to insert a date-based wildcard.
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Click Report Actions, then Edit.
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Click the Filters tab.
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Click Add a Filter Rule.
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Start typing the name of the field that you want to filter by.
You must type fields that reference a date. -
Select Equal in the drop-down menu for the filter variable.
note tip TIP You must always select the Equal filter variable when working with wildcards in Adobe Workfront. -
Click the Set relative date toggle, then in the text box that appears type:
$$TODAYif you want to display information about something that occurs the same day that the report is run.Or
Type
$$NOWif you want to display information about something that occurs at the same date and time that the report is run.This date is always different, as it changes with the date the report is actually viewed by a user. so the information in the report is different from day to day.
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(Optional) If you want to display information that occurs within a timeframe after the date when the report is run, type
$$TODAY+1wto display information in the following week, or$$TODAY+2mto display information in the next two months. You can also indicate timeframes for quarters, hours, days, or years. -
(Optional) If you want to display information about something that occurred within a timeframe before the date when the report is run, type
$$TODAY-1wto display information from the previous week, or$$TODAY-2mto display information from the previous two months. You can also indicate timeframes for quarters, hours, days, or years.For a complete list of attributes, qualifiers, and operators that you can use in date-based wildcards, see the article Wildcard filter variables overview.
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Click Save + Close.
Additional information
See also: