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Understand reporting components

The video explains the concept of reporting components in Workfront, which are essential for creating filters, views, and groupings. The key components include:

  • Object Type: Specifies the Workfront object being dealt with, such as a project, task, or hour entry. 鈥 Filters, views, and groupings are specific to the object type. 鈥
  • Field Source and Field Name: The field source is the item in Workfront where information is attached, and the field name is the specific piece of information (e.g., 鈥渄escription鈥 for a project). 鈥
  • Value Field: Represents the content of a field, such as 鈥渓ow,鈥 鈥渘ormal,鈥 鈥渉igh,鈥 or 鈥渦rgent鈥 for the priority field. 鈥
  • Filter Qualifier: Defines which values to include or exclude in a report, such as showing tasks with a priority of 鈥渉igh.鈥 鈥

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Transcript
Reporting Components are the building blocks of Filters, Views and Groupings. Workfront鈥檚 Reporting Components are Object Type, Field Source, Field Name, Filter Qualifiers and Value Field. The Object Type designates which Workfront object you鈥檙e dealing with. An object is an item in Workfront. For example, a project, a task or an hour entry. Filters, Views and Groupings are based on and specific to the object type. For example, the My Projects filter is based on the project object type and the My Tasks filter is based on the task object type. The Field Source is the item in Workfront that the piece of information is attached to. And the piece of information is the field name. So, if we鈥檙e referring to the description of a project, the Field Source would be Project and the Field Name would be Description. Some information fields are filled in automatically by Workfront and some are filled in by you when you create or edit an item. The value of the field is what the field contains. For example, the Priority field can have a value of Low, Normal, High or Urgent. The Filter Qualifier allows you to specify which values you鈥檙e interested in seeing or not seeing in your report. For instance, this filter statement says to only show the tasks where the Priority field has value equal to High. Let鈥檚 take a look at the My Projects filter to see how it uses the reporting components. The filter has two filter rules. The first shows a Field Source of Project and a Field Name of Status equates with. The Qualifier is equal and the value is Current. So, what does that mean? You鈥檒l only see projects where the status equates with Current. But there are two filter rules here. This AND between the two filter rules means both have to be true in order for a project to pass through the filter. The second filter rule has Project Users as the Field Source. This looks at a list of all users assigned to the project. This is called the Project Team. Each user has a User ID number in Workfront and we want to see if the ID of the logged in user matches one of the User IDs on the Project Team list. Now to do this, we will use a wildcard. In the filter, User ID tells Workfront to look at the ID of the logged in user. So, this second rule says to show only projects where the logged in user is on the Project Team. You would read the entire filter as Show me current projects where the logged in user is on the Project Team. In this example, we鈥檝e been looking at a filter. But you can see the Field Source, Field Name combinations in views and groupings as well. Here we鈥檙e going to look at the Standard view. You can see that each of these columns has a Field Source and Field Name, such as Owner Name. This is the owner of the project. And Project Description. Now let鈥檚 look at a grouping. We鈥檒l open the Company grouping. If you鈥檙e grouping by the name of the company that the project is in, you鈥檇 see the company name here.

Key takeaways

  • Reporting Components: Workfront鈥檚 reporting components include object type, field source, field name, filter qualifiers, and value field, which are essential for creating filters, views, and groupings. 鈥
  • Object Type Specificity: Filters, views, and groupings are tied to specific object types, such as projects, tasks, or hour entries, ensuring reports are tailored to the relevant data. 鈥
  • Filter Rules: Filters use field source, field name, qualifiers, and values to define criteria. 鈥 For example, the 鈥淢y Projects鈥 filter shows only current projects where the logged-in user is part of the project team. 鈥
  • Views and Groupings: Views display field source and field name combinations in columns (e.g., 鈥渙wner name鈥), while groupings organize data based on specific criteria (e.g., 鈥渃ompany name鈥). 鈥
  • Wildcard Usage: Wildcards in filters allow dynamic matching, such as identifying logged-in users within a project team, enhancing personalization in reporting. 鈥

Reporting components quick reference

An image of the screen to create a filter

A - Field source

Field source options are dependent on the object type selected. Often, the field source is the item in Workfront that a specific piece of information (aka the field name) belongs to. Sometimes the field source is the same as the object type.
The field source determines what fields names are available.

Examples: Project, Task, Issue, Assigned To

B - Field name

Field names are pieces of information available on what you selected as the field source.

They can be Workfront fields you filled in, fields from a custom form, or information that Workfront automatically captures.

Field names drive the value field options.

Examples: Progress Status, Description, Planned Completion Date, Custom form fields

C - Filter qualifiers

Filter qualifiers help narrow down the possible results viewable under the field source and field name selected.

They specify how the field source and field name relate to the value field.

Examples: Equal, Contains, Null, Less than

D - Value

The value is the piece of information that鈥檚 entered in the field specified by the field name.

Options for value are determined by the field source and field name.

Wildcards for users and dates can be used in the value, as well as free form text.

Examples: New, Current, $$TODAYbw, Description

TIP
For help understanding specific field names in Workfront, look in the Glossary of 51黑料不打烊 Workfront terminology.
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