Use user-based wildcards to generalize reports

Last update: November 5, 2024

CREATED FOR:

  • User

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 assigned to a specific user, you can use the user’s name in the Assigned To field of the filter. However, if you want to create a report that shows tasks assigned to the logged in user, regardless of who that user is, you can use a wildcard that indicates that when someone views the report it displays information pertaining only to them. This way, you build the report once but because you use a wildcard in the filter it produces different results every time someone else reads it.

You can use user-based wildcards when building the following reporting elements:

  • Filters
  • Custom prompts
  • Views when adding rules for columns

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 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 information, see Access requirements in Workfront documentation.

Prerequisites

You must create a report before you can add a wildcard variable to it.

For instructions on creating reports, see Create a report.

How-to steps

To insert a user-based wildcard in a report:

  1. Go to a report for which you want to insert a user-based wildcard.

  2. Click Report Actions, then Edit.

  3. Click the Filters tab.

  4. Click Add a Filter Rule.

  5. Start typing the name of the field that you want to filter by.
    You must type fields that reference the user object or information about users.

  6. Select Equal in the drop-down menu for the filter variable.

    TIP
    You must always select the Equal filter variable when working with wildcards in Adobe Workfront.

  7. In the Start typing name … box, type: $$USER.ID or $$USER.name if you want the report to display information about the user who logs in, based on their name. You can insert other wildcards that refer to the logged-in user’s Group, Team, Company, or other information.

    For a complete list of user-based wildcards, see Wildcard filter variables overview.

  8. Click Save + Close.

Additional information

See also:

More help on this topic

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