Your Workfront Guide to Create Clear, Effective Reports

Administrator

3/1/22

Workfront’s robust reporting capabilities deliver real-time data to help improve accessibility, accountability and analytics within your organization. They surface critical data to help support strategic discussions and speed up the decision making process, hold users accountable for assigned work, identify process gaps or bottlenecks for future improvements and highlight team, group and individual successes.

The tools may seem complex, but when broken down into segments, are easily digestible. To help guide you through understanding the importance of surfacing data, how to collect and present it, and what reporting features will improve visibility and drive business outcomes, we created a 6-part series with recommended actions.

Visualize the Data

Effective reporting provides insight and motivates action. Visualizing data before it goes into Workfront will prevent digital clutter and establish guiding points as data is entered into the system. Before you can start building reports, you must first ask yourself what your organization needs to know and measure. Then, determine whether this is currently being tracked in Workfront or if custom fields will need to be created.

Measure Your Metrics

Once your metrics have been defined, start thinking about how the information should be presented and sorted. To learn how to organize and filter your data so that it can be both visually appealing and informative to your audience, complete the Basic Report Creation learning program on Workfront One.

PRO TIP: You don’t need to start from scratch when creating reports. Leverage Workfront’s built-in reports to save time and hit the ground running. You can copy and customize these reports as you start your reporting journey and look to analyze trends and gain visibility into the work that matters most.

To see the 6 part series check these out:

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