Intermediate reporting
Learn how to create complex filters, views and groupings. Learn how to use wildcards, basic text mode, and create custom prompts.
Create filters with user-based wildcards
Learn how to use user-based wildcards and how to build a filter based on the logged in user.
234
Create filters with date-based wildcards
Learn how and when to use date-based wildcards and how to build a filter based on the current date.
456
Create OR statements in filters
Workfront's flexible filter logic allows users to refine reporting views using default "AND" rules, optional "OR" conditions, and organized filter groups for complex criteria.
165
Understand built-in project filters
Learn how to review built-in project filters to see how they're built and create your own project filter in Workfront.
328
Understand built-in task filters
Learn how to review built-in task filters to see how they're built and create your own task filter in Workfront.
312
Understand built-in issue filters
Learn how to review built-in issue filters to see how they're built and create your own issue filter in Workfront.
214
Understand Basic Text Mode for Filters
Learn about text mode, camel case, and some basic text mode that you can use in your report filters in Workfront.
231
Understand basic text mode for views
Learn about text mode, camel case, and some basic text mode that you can use in your report views in Workfront.
556
Understand basic text mode for groupings
Learn about text mode, camel case, and some basic text mode that you can use in your report groupings in Workfront.
440
Create custom prompts
Learn what a custom prompt is, how to create a custom prompt using text mode, and some examples that you can use in reporting in Workfront.
332
Understand EXISTS filters
Learn what an EXISTS filter is, what it can do for you, and how you can build one from scratch.
466