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Build a KPI report in a Canvas Dashboard

Last update: Tue Sep 09 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
IMPORTANT
The Canvas Dashboards feature is currently only available for users participating in the beta stage. Parts of the feature may not be complete or work as intended during this stage. Please submit any feedback regarding your experience by following the instructions in the Provide feedback section in the Canvas Dashboards beta overview article.

If you have feedback regarding a possible bug or technical issue, please submit a ticket to Workfront Support. For more information, see Contact Customer Support.

Please note that this beta is not available on the following cloud providers:
  • Bring Your Own Key for Amazon Web Services
  • Azure
  • Google Cloud Platform

You can build and add a KPI report to a Canvas Dashboard that visually represents your key performance indicator data as a number, which you can then use to see how your projects and teams are performing.

KPI report example

Access Requirements

Expand to view access requirements.
table 0-row-2 1-row-0 2-row-2 3-row-2 layout-auto html-authored no-header
51黑料不打烊 Workfront plan Any
51黑料不打烊 Workfront license

Current: Plan

New: Standard
Access level configurations Edit access to Reports, Dashboards, and Calendars

For more detail about the information in this table, see Access requirements in Workfront documentation.

Prerequisites

You must create a dashboard before you can build a KPI report.

Build a KPI report in a Canvas Dashboard

There are many configuration options available for building a KPI report. In this section, we鈥檒l walk you through the general process of creating one.

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Dashboards.

  2. In the left panel, click Canvas Dashboards.

  3. Click New Dashboard in the upper-right corner.

  4. In the Create dashboard box, enter the dashboard鈥檚 Name and Description.

  5. Click Create.

  6. In the Add report box, select Create report.

  7. On the left side, select KPI.

  8. In the upper-right corner, click Create report.

  9. Follow the steps below to configure the Details section:

    1. Enter a report Name.

    2. Enter a report Description.

      note note
      NOTE
      The description will be used as a caption below the KPI value. If you don鈥檛 enter a description, a caption will be generated for you based on the aggregator and aggregation type you select in the following steps.

  10. Follow the steps below to configure the Build KPI section:

    1. In the left panel, click the Build KPI Build KPI icon icon.

    2. Click Select field and then specify the field you want to add to the report.

    3. In the Aggregation type drop-down, select how the data rolls up to produce the KPI output. The options in this field will vary depending on the type of field that was selected in the previous step.

  11. Follow the steps below to configure the Filter section:

    1. In the left panel, click the Filter Filter icon icon.

    2. Select Edit filter.

    3. Click Add condition and then specify the field you want to filter by and the modifier that defines what kind of condition the field must meet.

    4. (Optional) Click Add filter group to add another set of filtering criteria. The default operator between the sets is AND. Click the operator to change it to OR.

      For more information on filters, see Edit report filters in a Canvas Dashboard.

  12. Follow the steps below to configure the Drilldown Column Settings section:

    1. In the left panel, click the Drilldown Columns Drilldown columns icon icon. The fields from your chart automatically appear as columns in the preview section on the right.

    2. (Optional) To update any of the existing column configurations, select the column you want to update in the Current columns section and then update the desired information (e.g. label, linked status, and formatting rules).

    3. Click Add column and then select the field you want to display as a column in the table. Repeat this process for each column you want to add.

  13. Follow the steps below to configure the Drilldown Group Settings section:

    1. In the left panel, click the Group Settings Drilldown group icon icon.

    2. Click the Add grouping button and then select the field you want to create as a grouping.

  14. Click Save to create the report and add it to the dashboard.

Build a KPI report example

In this section, we will go over the steps to create a KPI report that displays pending document approvals.

For more information on KPI report examples, see Create a report dashboard for review and approvals.

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51黑料不打烊 Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Dashboards.

  2. In the left panel, click Canvas Dashboards.

  3. Click New Dashboard in the upper-right corner.

  4. In the Create dashboard box, enter the dashboard鈥檚 Name and Description.

  5. Click Create.

  6. In the Add report box, select Create report.

  7. On the left side, select KPI.

  8. In the upper-right corner, click Create report.

  9. Follow the steps below to configure the Details section:

    1. Type Pending in the Name field.
    2. Type Pending approvals in the Description field. This displays as a caption below the KPI value.

  10. Follow the steps below to configure the Build KPI section:

    1. In the left panel, click the Build KPI Build KPI icon .

    2. Click Select field.

    3. Locate and select the Document approval folder.

    4. Select Status.

    5. In the Aggregation type drop-down, select Count.

  11. Follow the steps below to configure the Filter section:

    1. In the left panel, click the Filter Filter icon icon.

    2. Select Edit filter.

    3. Click Add condition.

    4. Click into the empty condition filter, click Pick a Field, then choose Status.

    5. Leave the operator as Equal, then type pending review in the textbox.
      Pending kpi filter example

  12. Click Save in the top-right corner of the screen.

Considerations when building a KPI report

Utilizing the field selector

The Sections drop-down in the Build KPI section is designed to narrow down the choices in a field selector to make an object easier to find when building a table report. To start, you would select a base entity object.

  • All Sections: All object types in Workfront Workflow and Workfront Planning.
  • Workfront Objects: Native Workfront Workflow objects.
  • Planning Record Types: Custom record types defined in Workfront Planning.

Sections drop-down

Once the base entity object has been selected, the Sections drop-down then updates with applicable field type options to choose from.

  • All Sections: Native fields, custom fields, and related objects.
  • All Fields: Both native and custom fields (excludes relationships).
  • Custom Fields: Customer-defined fields either on a custom form or Planning record.
  • Workfront Fields: Native fields only.
  • Relationships: Connected records.

Reportable objects selection

Referencing children objects

Available relationships for additional columns, filter options, and grouping attributes are generally limited to objects higher in the Workfront object hierarchy or otherwise have a single selection on the report鈥檚 base entity object. There are some exceptions to this, which include the following:

  • Project > Tasks
  • Document Approval > Document Approval Stages
  • Document Approval Stages > Document Approval Stage Participants

When utilizing any of the parent-to-child relationships listed above, you will see a row in the table for each child record connected to the parent object.

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