Basic reporting
Learn how to create filters, views and groupings. Then learn how to use these to create powerful reports.
Understand reporting elements
Enhance project reporting with customizable filters, views, and groupings that refine list reports, organize data efficiently, and enable seamless collaboration.
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Understand reporting components
Workfront's reporting components refine data visualization with object-based filters, dynamic views, structured groupings, and wildcard functionality for tailored insights.
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Create a basic grouping
Workfront groupings improve project organization by allowing users to categorize lists based on items like portfolios, programs, or completion dates, with customizable sharing and management options for efficient collaboration.
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Create a basic view
Learn what a view is, how to create a view, and how to share a view with other users in Workfront.
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Add basic conditional formatting to a view
Learn how to use column rules to change text color, formatting and background colors in a report or view, based on criteria you set.
200
Create a basic filter
Workfront filters streamline task and project management by allowing users to customize lists based on criteria like user assignments, deadlines, and completion status, making workflows more efficient and collaborative.
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Understand the new filter experience
Learn to enable and disable the new filter experience, create and edit filters, and stack filters.
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Create basic filter activities
In this activity you will create a project filter named "All projects in the Marketing portfolio" and another project filter named "Projects I Own Closing This Month."
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Create a simple report
Learn how to create a simple report using an existing filter, view, and grouping in Workfront.
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Create a task report
Learn how to create a task report with a complex filter and find the reports you create in Workfront.
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Copy a report
Learn how to quickly create a new report by copying and editing a similar report.
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Create reports with charts
Charts enhance data visualization by organizing data insights through customizable filters, groupings, and stacked column formats, making analysis clearer and more actionable.
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Create a matrix report
Learn when a matrix report can be useful and how to create a matrix report in Workfront.
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Create dashboards
Organize and display project data with Workfront dashboards, which can be customized, accessed easily, shared, and printed for seamless project management and collaboration.
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Send and share reports
Learn how to send reports to users, teams, or any email address, and how to share reports with anyone in Workfront.
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Understand report settings
Learn how to access Workfront report settings and what some common report settings are used for.
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