Understanding Reports

Reports provide visibility into what is happening with users and work. Using reports, you can display information about objects in Workfront. For more information about understanding objects and how they can can be reported on in the Workfront application, see "Understanding Objects."

Understanding the Components of Reports

Reports are a combination of three elements in Workfront. The following elements are what constitutes a report in Workfront:

  • View
  • Grouping
  • Filter

For more information about report elements, see "Reporting Elements: View, Filter, Grouping."

To enhance your reports, you can add the following elements:

Another way of enhancing the relevance of the information included in your reports is by applying conditional formatting to your views. For more information about using conditional formatting, see "Using Conditional Formatting in Views."

Understanding System Reports and Creating New Reports

You can create your own customized reports to meet the needs in your organization. 

In addition to the new reports you can create, Workfront provides several default reports that you can use. For more information about default reports, see "Understanding Workfront Default Reports."

You must have a Plan license to be able to create your own reports. You can build a report from scratch, or you can copy an existing report which you have permissions to View, and you can edit the copy. 

For more information about creating reports, see "Creating a Report."

Understanding the Report Tabs

A report can contain several tabs. On each tab, the information you include in the report is displayed in slightly different formats. Choose the format that best fits the needs of your organization. 

You can make any tab the default tab of the report. The default tab is the first tab that displays when you click the name of a report to open it, and it is the tab that displays when you place the report on a dashboard. 

Depending on what elements you choose in your report, your report can have the following tabs:

Details Tab

The Details Tab of a report displays the object of the reports and the attributes that you choose for that object in a list form. Every report has a Details tab. 

Summary Tab

Reports that include a grouping have a Summary Tab. For more information about groupings, see "Creating and Customizing Groupings."

The same information displayed in list format on the Details tab is summarized and aggregated according to the groupings in the report on the Summary Tab. 

Matrix Tab

Reports that include a matrix grouping have a Matrix Tab. For more information about building a matrix grouping, see "Creating a Matrix Report."

The same information displayed in list format on the Details tab is displayed in a table format, grouped by the groupings in the report on the Matrix Tab. 

Chart Tab

Reports that include a chart have a Chart Tab. For more information about building a report with a chart, see "Adding a Chart to a Report."

Consider including a chart in your reports for impactful dashboards for your executives. Charts are an abbreviated way to display the information in a report. You can expand a chart element by clicking it, to display the items included in that element. 

Prompts Tab

Reports that include a prompt have a Prompts Tab. For more information about building a report with a prompt, see "Working with Prompts."

A prompt allows you to add a filter to a report every time you run the report. When you add a prompt to the report, the Prompts Tab becomes the default tab of the report automatically. This cannot be changed to another tab. 

Sharing Reports 

After you create a report, you can share it with other users.

You can share a report with other users in the following ways:

Giving Sharing Permissions to a Report

You can give sharing permissions to a report to another user. You can give another user a level of permissions equal or lesser than yours. You can also make a report public using sharing permissions. For more information about sharing a report, see "Sharing Reports."

Scheduling a Report Delivery

You can schedule a report for delivery. The users you are sharing the report with receive an email with an attachment of the report results. The attachment can be in the following formats:

  • HTML
  • PDF
  • Excel
  • .TSV

For more information about scheduling a report delivery, see "Setting Up Report Deliveries."

Exporting the Results of a Report

You can export the results of a report in a number of formats. The following are formats you can export the results of a report to:

  • PDF
  • Excel (.xls and .xlsx formats)
  • Tab Delimited

For more information about exporting the results of a report, see "Exporting Data."

After the report is exported to one of these formats, you can share it with other users by emailing it as an attachment or printing it. 

Adding a Report to a Dashboard

You can add a report to a dashboard and share the dashboard with other users. For more information about adding reports to a dashboard, see "Adding a Report to a New or Existing Dashboard."

This article last updated on 2017-04-17 18:46:37 UTC