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Reporting Elements: View, Filter, Grouping

There are three elements that make up a possible report 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. Workfront allows you to see reports in a variety of ways.  Reports can be searched for, generated, and created by using the different objects in Workfront. Reporting elements are also created and used based on object type. 

Filter

A Filter controls the results that appear in a report, typically narrowing results from general to specific. It is that 'hand' in your system that goes out and sifts through all the data, only grabbing what 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' that gathers only those tasks assigned to whomever is logged in. Additionally, you can customize Filters that you own or manage. For more information about filters, see "Creating and Customizing Filters."

View

A View typically identifies key pieces of information that are important for you to know and understand.  For example, a view could show due dates, give a visual on key financial details such as cost, or be used to show assignment and delivery date details. Views can be used to deliver a variety of details about the data in the report. 

You normally have the ability to 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. Additionally, you can customize views that you own or manage. For more information about views, see "Creating and Customizing Views."

Grouping

A Grouping controls how you organize data, making it more digestible and easy to understand. Groupings create horizontal bars throughout a list report that display results by common attributes. You define the group attributes when you create the grouping. For example, grouping a list of tasks that span multiple projects organizes all respective tasks that belong to a single project beneath the name. Groupings are also utilized in charts, allowing you to define data series for the chart. Groupings display an aggregate value in the results.

Groupings are used in reports and are also used to determine the axis in charts and header identification in matrix reports. The Summary tab provides the aggregated values of the report. ​

The Grouping drop-down list provides a variety of useful groupings. Or, you can apply one of your own. Additionally, you can customize groupings that you own or manage. For more information about groupings, see "Creating and Customizing Groupings."