Exportable list of all data fields that can be reported on | Community
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Level 2
January 27, 2023
New

Exportable list of all data fields that can be reported on

  • January 27, 2023
  • 6 replies
  • 1154 views

Description - As a System Administrator, there isn't any location where I can see the entire list of data fields that are available and can be reported on within Workfront. (currently, I can only see a list of the custom form fields that I create via Main Menu > Set Up > Custom Forms -- then scrolling to the Fields list 

 

Why this feature is important - Administrators should have a single location where they can assess everything that can possibly be reported on within the system. Today, the only way that an Admin can find this information is by creating a project/task/issue/etc. report and scrolling through all of the available options to add as a column.

 

In addition, the "custom form fields" info allows me to see a list of all the reports where I use certain custom form fields--it would be a huge benefit to see this information for the "native" Workfront fields.

 

How the feature could work - Adding an additional section within the "Setup" screen where there would be a list of Reportable Data (similar how you can see all of the available filters)

 

Current Behavior - It doesn't exist.

6 replies

Madalyn_Destafney
Community Advisor
Community Advisor
January 31, 2023

Hi there, not sure I understand the Idea - if you want to export all your active fields, are you you're not referencing the fields > select all > export function?

 

If this helped you, please mark correct to help others : )
BlakeCoAuthor
Level 2
January 31, 2023

hi @madalyn_destafney -

 

I'm trying to export a list of all of the native Workfront fields (all fields that are built into Workfront and can be reported on -- for instance "Actual Start Date", "Actual Completion Date", "Planned Start Date", etc.)

 

Unlike the fields I self-created (and show up in that Custom Forms > Fields area), there isn't a place where I can see these "out of the box" fields and how I utilize these within the system (such as what reports they're used on).

 

Essentially, I'm looking for a similar tab like this Custom Forms > Fields, but for Reportable Fields > Workfront Fields

Madalyn_Destafney
Community Advisor
Community Advisor
January 31, 2023

Ah. I think the term 'reportable' confused me because you can include any custom form field in reports/can report on custom form fields. It is odd that native fields, like project owner, are not in the list of custom form fields.

If this helped you, please mark correct to help others : )
BlakeCoAuthor
Level 2
January 31, 2023

@madalyn_destafney - no problem! Yes, I agree that it's really odd that native Workfront fields don't display anywhere in a fulsome list. I'd love to see where, when and how frequently I use some of these fields (and perhaps even uncover some that I haven't used that could be useful--especially for reporting purposes!)

 

Thanks for taking the time to review my suggestion and comment! 🙂

Doug_Den_Hoed__AtAppStore
Community Advisor
Community Advisor
January 31, 2023

 

Hi @blakeco,

 

I can offer a couple of existing ways to take inventory of built in fields and/or custom parameters that might help by inviting you to consider our Report All Report Details solution and/or our Report Categories and Parameters solution.

 

Regards,

Doug