51ºÚÁϲ»´òìÈ

DocumentationWorkfrontWorkfront Guide

Build a table 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 add a table report to a Canvas Dashboard in order to visualize your data in a table format.

Table 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
51ºÚÁϲ»´òìÈ Workfront plan Any
51ºÚÁϲ»´òìÈ 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 table report.

Build a table report in a Canvas Dashboard

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

  1. Click the Main Menu icon Main Menu in the upper-right corner of 51ºÚÁϲ»´òìÈ 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’s Name and Description.

  5. Click Create.

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

  7. On the left side, select Table.

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

  9. (Optional) Follow the steps below to configure the Details section:

    1. Enter a report Name.

    2. Enter a report Description.

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

    1. In the left panel, click the Table columns Build table icon icon.

    2. Click Add column and then select the field you want to display as a column in the table. The column appears in the preview section on the right.

    3. Repeat the above step for each column you want to add.

  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. The column appears in the preview section on the right.

  12. (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.

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

    1. In the left panel, click the Group Settings Group settings icon icon.

    2. Click the Add grouping button and then select the field you want to create as a grouping. The grouping column appears in the preview section on the right.

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

Build a table report example

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

For more information on table 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 51ºÚÁϲ»´òìÈ 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’s Name and Description.

  5. Click Create.

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

  7. On the left side, select Table.

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

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

    1. Type Pending approvals in the Name field.
    2. Type a description in the Description field. This text displays as a tooltip next to the chart name.

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

    1. In the left panel, click the Table columns Table columns icon icon.
    2. Click Add column.
    3. Scroll down and select Document Approvals > Status.
    4. Add the following columns:
    table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 html-authored no-header
    Project name Document Version > Document > Project > Name
    Document name Document Version > Document > type Name in the search box.
    Document version Document Version > Document > Version
    Deadline Document Approval > Approval Stage > Deadline
    Requested by Document Approval > Approval Stage > Approval Stage Participants* > Requester > type Name in the search box.
    Requested date Document Approval > Approval Stage > Approval Stage Participants* > Created at
    Approver Document Approval > Approval Stage > Approval Stage Participants* > Participant User > type Name in the search box.

    *Approval Stage Participants is truncated to Approval Stage Pa…

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

    1. In the left panel, click the Filter filter tab icon icon.
    2. Click Edit Filter, then Add condition.
    3. Click into the empty condition filter, then click Pick a Field.
    4. Select Status.
    5. Change the operator to Equal, then type pending approval in the textbox.
      pending approval table filter example
    6. (Optional) Add additional filters as described in the Optional filters section below.

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

Considerations when building a table report

Utilizing the field selector

The Sections drop-down in the Build table 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’s 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.

recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43