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Accessing and Organizing Reports

 

Reports in Workfront provide you with the information relevant to do your job. You can create your own reports, organize the reports that you create, and view reports that have been shared with you or shared publicly. 

Viewing Reports

To access reports that you have created or that have been shared with you or shared publicly:

  1. Click Reporting in the Global Navigation Bar, then click the Reports tab.
  2. Click one of the following options, depending on the report that you want to view:
    • Click My Reports to view reports that you have created.
    • Click Shared with Me to view reports that others have shared with you.
    • Click All Reports to view both reports that you have created and those that have been shared with you or shared publicly.

Organizing Reports that You Create

You can use folders to organize the reports that you create. You cannot organize reports that have been shared with you or shared publicly. 

Creating a New Folder for Reports

  1. Click Reporting in the Global Navigation Bar, then click the Reports tab.
  2. Click the New Folder icon.
  3. Specify a name for the new folder, then press Enter.
  4. From the My Reports folder, add reports to the new folder, as described in "Adding Reports to a Folder."

Adding Reports to a Folder

  1. Click Reporting in the Global Navigation Bar, then click the Reports tab.
  2. Drag a report from the main area into the folder where you want it to reside, and drop it when it reaches the folder.

Understanding How Reports are Organized on Dashboards

When deciding what reports could be deleted, you want to ensure that they are not listed on dashboards. If they are, users might still be relying on them. We recommend not deleting reports that are listed on dashboards that users are using.

You can find out this information by building a report on the report object and including dashboard information on the report, or by building a view for a list of reports. 

You can also filter reports or lists of reports by a specific dashboard that you know is being actively used. 

Displaying Dashboard Information in the View of a Report List

To build view with dashboard information for a report list: 

  1. Navigate to the Reporting area in the Global Navigation Bar.
  2. Select the Reports tab.
  3. On the list of reports, click the View drop-down menu.
  4. Click New View.
  5. Click Add Column.
  6. Start typing "Dashboards" in the Start typing field name field.
  7. Select Dashboards, listed under the Report object. 
  8. Click Save View.
    The dashboards that a report appears on appear in the Dashboards column of the report list.
    You can also build a report for the report object and customize the report view in the same manner to display dashboard information in the results of the report. 
    dashboards_in_report_view.png

Filtering a Report List by Dashboard Information

To filter a list of reports by dashboard information:

  1. Navigate to the Reporting area in the Global Navigation Bar.
  2. Select the Reports tab.
  3. On the list of reports, click the View drop-down menu.
  4. Click New Filter, then click Add a Filter Rule.
  5. Start typing "Dashboards" in the Start typing field name field.
    dashboards_in_report_filters.png
  6. Select Name, listed under the Dashboards object.
  7. Select Equal in the modifier drop-down menu, then start typing the name of the dashboard you want to filter by. You can select multiple dashboards for your filter. 
  8. Click Save + Close
    This will display a list of reports that are listed only on the specified dashboards. 
    You can also build a report for the report object and customize the report filter in the same manner to display only reports that are listed on the dashboards specified in the filter.