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Report Elements and Definitions

Advanced Options Refers to the tool found on the builder interface that provides the ability to set column conditional style formatting of text and images based on criteria you select. For example, you may want to show all parent tasks in a bold font-face, or you may want to display the Planned Completion Date in a red font if the task is late.

Attribute An Attribute is the field for this object as defined in the database, and is used in a textmode expression.. For example,Status is displayed as status.

Bean or JavaBean A Bean represents a reusable-programming element. The term Bean identifies relationships between different objects in the Workfront application. It is important to be familiar with these relationships as you attempt to display additional attributes about an object that are not available in the basic reporting tools. 

Builder Interface The Builder Interface is the series of drop-down fields presented on the New/Edit View, Filter, and Grouping screens. It provides an intuitive mapping of the bean relationships to assist in identifying the columns in a view, the criteria of a filter, and the common attributes of a grouping.

Camel Case Camel Case refers to a specific way to write programming elements to string multi-word attributes together. The rules are that the first letter of the first word is lower case, there is no space between the words, and the first letter of any subsequent word is uppercase. For example, Home Group would be rendered homeGroup, Resource Pool would be resourcePool, and Actual Start Date would be actualStartDate.

Details Produces the primary findings of the report. You can see a list of the report findings.

Expression An Expression is a written formula in textmode to convey information to be searched for or displayed when using the Text Mode Interface, It is typically one line in a larger Text Mode Statement.

Fields Fields is the term for custom data field. Fields are created and then added to a custom data form to supplement the core fields provided in the system.

Field Name The Field Name provides a list of available attributes to identify the value that will be displayed in a view, or used in the condition of a filter, or as the common element of a grouping. The options in the Field Name field are dependent on the Field Source selection. 

Field Source The Field Source provides a list of available objects that can be referenced on a view, filter, or grouping. The options in the Field Source are dependent on the object type of the UI Element being created. The Field Source allows you to reference attributes from objects other than the object type of the UI Element. 

Filter The Filter determines the results that will be displayed in a report.

Form Form is the term for custom form. Fields and sections are added to forms, which are then attached to an object to extend the database beyond the core fields provided in the system.

Grouping The Grouping identifies how a list of results will be organized. The Grouping creates horizontal bars throughout the report to group the results by common attributes defined by the Grouping. Groupings are used in Matrix Reports to determine the axes of charts and tables.

Layout Template A Layout Template is the package of reporting elements distributed to users. The Layout Template is defined by the System Administrator, identifies the tabs, and reports that will display in the users workspace. A Layout Template is different from a Dashboard. A Dashboard tab is defined by the end-user to supplement the reports distributed through the Layout Template. The Layout Template is assigned to the user through the template setup.

Object or Object Type An Object is an Workfront application element (i.e., Project, Task, Group, Company, Filter). The Object Type is used when creating a new Report, View, Filter, or Grouping to identify which Object is the focus of the report.

Qualifier The Qualifier field appears on the New/Edit Filter screen and the Advanced Setting screen for a view. Its purpose is to provide a way to determine how the Field Name of the filter or condition will be compared to another field or value. For example, the qualifier determines if the tasks’ Planned Start Date is equal to, greater than, or less than today’s date.

Report A Report is the combination of a view, a filter, and (sometimes) a grouping. The purpose of a report is to display data consistently across users, to distribute information, and to eliminate the need to run the same search or query on a regular basis.

Statement A Statement consists of several expression, when put together will produced the desired results using Text Mode.

Summary Produced when using a grouping element. It summarizes information based on the grouping selected during report creation and gives a quick overview of the report.

Text Mode Interface Text Mode Interface (referred to as Text Mode in this course) provides the ability to modify/manipulate custom views, filters, and groupings created through the Builder Interface. It is suggested that report elements are initially created through the Builder Interface and then converted into the Text Mode after they have been saved to simplify advanced view, filter, and grouping creation.

User Interface (UI) The term UI refers to the components or building blocks of a report. Namely, the View, Filter, and Grouping.

View The View identifies the column headers that will be displayed across the top of a list report.