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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, shared publicly, or system reports. 

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."
    NOTE You can only add new folders to the My Reports folder. You cannot add new folders or reports to the Shared with Me or All Reports folders. 

Adding Reports to a Folder

  1. Click Reporting in the Global Navigation Bar, then click the Reports tab.
  2. Click My Reports
    Or
    Click any folder nested under the My Reports folder. 
  3. Drag a report from the report list into the folder where you want it to reside, and drop it when you reach the folder.
    NOTE You can only move reports from the My Reports folder to other folders nested under My Reports. You cannot move reports from or to the Shared with Me or All Reports folder to or from other folders. 




This article last updated on 2018-07-09 17:12:49 UTC