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Reporting Elements: View, Filter, Grouping

There are three elements that make a report possible in Workfront: a Filter, a View, and a Grouping. Each element provides different information within any report. 

Reporting elements function as the building blocks of reporting. Reports in Workfront are specific to one object. You must define your main object for a report before you can build the report. Thus, all the reporting elements are object specific. 

Filter

A Filter controls the results that appear in a report, typically narrowing results from general to specific. It works like a sieve only grabbing the information that you need and bringing that information back to your report.
For example, if you only want to see tasks that are assigned to the logged-in user, you can create a filter titled 'My Tasks', define the criteria that must be met for the filter and run the report to only view tasks assigned to the logged in user. 

Some attributes of filters are:

  • Workfront provides a number of Filters for various objects by default.
  • You can customize Filters that you own or manage.
    For more information about filters, see "Creating and Customizing Filters."

View

By defining the View of a report, you define what information you include in the report. Like all reporting elements, views are based on one object type.
For example, a view for a task report could show Due Dates, include key financial details such as Cost, or be used to show Assignments and Delivery Date details. Views can be used to deliver a variety of details about the data in the report. 

Some attributes of Views are:

  • You can use a default Workfront View, or create your own. 
  • You can apply additional views from the View drop-down field after running a report.
  • Additional views temporarily replace the view that is defined when creating the report; however, the default view is displayed the next time you return to the report. 
    For more information about views, see "Creating and Customizing Views."

Grouping

A Grouping controls how you organize data, making it easier to read and understand. Groupings create horizontal bars throughout a report that display results listed together by common attributes. You define the criteria for how you want to group the results of your report when creating the grouping. 

For example, grouping a list of tasks that span multiple projects by their project name organizes all respective tasks that belong to a single project under that name.

Some attributes of Groupings are:

  • Groupings are a mandatory reporting element if you want to later add a chart to your report. 
  • Groupings display an aggregate value in the results.​
  • Groupings determine the axis in charts.
  • Groupings determine the header identification in matrix reports.
    For more information about matrix reports, see "Creating a Matrix Report."
  • Groupings help build the Summary tab of a report, providing the aggregated values of the report. ​
  • Workfront provides a number of groupings for different objects by default.
  • You can customize groupings that you own or manage.
    For more information about groupings, see "Creating and Customizing Groupings."

Other Reporting Elements

In addition to Views, Filters, and Groupings, you could also add the following elements to a report:

  • Prompt: An open filter that can be customized and applied differently every time you run a report.
    For more information about prompts, see "Working with Prompts."
  • Chart: You can enhance your reports by adding a chart to them and displaying the information in a visual way.
    For more information about charts in reports, see "Adding a Chart to a Report." 
This article last updated on 2018-09-11 19:29:12 UTC