Use user-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 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
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront plan* | Any |
| Adobe Workfront license* |
New:
Current:
|
| 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:
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Go to a report for which you want to insert a user-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 the user object or information about users. -
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. -
In the Start typing name … box, type:
$$USER.IDor$$USER.nameif 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.
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Click Save + Close.
Additional information
See also: