Previously, if I chose a view and grouping other than the report
default, the exported Excel document would include the details for the
selected grouping and view. However, recently I've noticed that even if
I change the grouping from Report Default to Nothing, the export still
has groupings include...
I have a task report that pulls in tasks where "Is Complete" = false and
Assignment Users = $$USER.ID. I would like to filter out anything where
I've completed "My Part" even though the overall task may not be
complete.
I need to get the General Overhead hour fields from the Time Sheets to
display in an Hours report (see the Time sheet fields in the attached
image). I have reviewed several older discussions pertaining to this
type of reporting where they suggest using a filter of Hour Type >>
Overhead Type, Equal t...
We've recently started to use rich text fields to help make our reports
easier to read instead of just a bunch of text in a "recent updates"
and/or "up next" field for our management. While it all looks great on a
screen, most of our leadership team prefers a printed document for
notes/comments/rete...
Hi all! I am very new to Workfront; our team is just going live now with
it. We've been using Excel for project/task management and we have a
summary worksheet that provides a nice at-a-glance view of project/task
completion, etc. I'd like to come up with something similar in WF. We
looked at Milest...
We used in in our Updates for example #Install date, but I am unable to
use the Ctrl F feature to find "#install" how ever I am able to find
"install".. The same is true of Notes reports.
Join the Workfront Customer Success team on Tuesday, March 22 at 9:30 am
MT for a 1-hour small group workshop on how to best leverage reporting
for system cleanup, including a hands-on exercise where we will build a
custom form usage report together! This session will be interactive, so
bring your q...
We have some monthly and bi-weekly reports that we'd like to send out of
Workfront via the "Send Report" function. However, we'd also like to
give the project manager/owner an approval window to stop the automatic
delivery in case some issue needs to be addressed before the scheduled
send happens. I...
Forgive me for not being great with text mode in reporting (haven't
taking Advanced Reporting yet). I'm putting together a project report
and I have a column that provides a link directly to project's custom
form. Here is the working code I have for that column: valueformat=HTML
displayname=Custom F...