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Level 3
June 18, 2026
Question

Workfront report filter

  • June 18, 2026
  • 1 reply
  • 0 views

I am working on a Workfront report that groups projects by lifecycle stages (Analysis, Requirements and Planning, Implementation Phase, and Release).

Currently, the report filter uses the following criteria:

  • Task Name contains "Analysis"

  • Task Name contains "Requirements and Planning"

  • Task Name contains "Implementation Phase"

  • Task Name contains "Release"

The issue is that some parent tasks that are not actual lifecycle stage tasks are being included because their names contain one of these keywords.

ex: Delay Implementation -- it is not lifecycle stage, I need the starting should be filtered.

ex: Implementation Phase | Started -- It is lifecycle stage.

I attempted to change the filter from cicontains to operators such as beginswith and startswith, but Workfront returns an "Invalid Parameter" error for both modifiers.

Is there a supported way in Workfront reporting to filter tasks whose names start with specific values, or is there a better approach to ensure only the actual lifecycle stage parent tasks are included in the report?

Any recommendations or best practices would be appreciated.

1 reply

ninoskuflic
Level 5
June 18, 2026

Hi ​@ArunachalamElangovan, this sounds like a great use case for the use of milestones! 

From the article; “you can associate the key tasks in a project with predefined milestones. This function can provide managers and other stakeholders with a high-level overview as to how a project is progressing.”

This article can help on how to create a milestone path and associate it with a task. 🙂

If this solved your issue, please mark it as solved so others can find the solution faster.
Level 3
June 18, 2026

Thanks, This is ok but we need some info that any filter condition can be used in this scenario for filter the exact condition on text mode in reports.

 

ninoskuflic
Level 5
June 18, 2026

Yes, you will be able to filter exactly on the milestones and show only them in the report.

If this solved your issue, please mark it as solved so others can find the solution faster.