Currently, when a user creates/adjusts reports or Filters/Views/Groups, they can see all the fields that are available in the system. This means that the user can see fields that don't pertain to their Company or Group. The recommendation would be to allow for Group permissions to be set so that the...
NEED: Project Report FILTERED to show only Projects that contain a specific Milestone from a specific Milestone Path. This needs to be a project report because we are reporting on several collections at once. PROBLEM: Since the milestone lives on the Task object and not the Project object, this filt...
Adding prompts to a report only allow new prompts to be added at the bottom of the prompt list and there is no way to rearrange the prompts unless remove them and add them again. With time using a report, you realize it would be handy to have some prompts at the top of the prompt list. It would be n...
Some times it would take just need a quick reference to confirm which term to use in creating a statement for a filter or a prompt when creating or modifying a report. Currently, you need to search the report documentation to find the answer. If there was a glossary of terms, it would be very handy.
Users should be able to report on various aspects related to Update comments on various Object Reports: Number of Update comments posted an Object (Project, Task, Document, etc)Ability to Group the Report by Comment Submitter
Right now, it is not possible to see subtotals in the groupings of the Hour Reports. For example, if the company wants to know the total of hours sold within a period of time or the Sum of the prices of all the projects to create the total currency amount of sold projects. The options that appear ...
It would be great if we could target report emails to users the report applies to rather than it going to an entire group/team/user list.Example - a project report showing projects that are overdue by 10 days or more, sent weekly but only to the owners of those projects and their managers.The recipi...
I connected to support to make sure we dont have this ability yet. hence an idea here. Scenario: I have a department that manages multiple groups. I have a main GROUP created for my department, where I can pull all my projects and tasks reports for quick review. But, I am unable to view those for my...
It would save SO much time if we were able to bulk edit reports. Sometimes there are instances where I have multiple reports that need to be edited in the same way (i.e. add the same column or filter to 5 different reports or edit the 'view as' access), and currently to make these changes it has to ...
Currently, there is no ability to track if a user opens a project, issue, request, or task. It would be helpful if there were an activity log that would track what a user does in Workfront such as opening a project. This activity log will be used by system admins and exportable to leadership.