Expand my Community achievements bar.

The next phase for Workfront Community ideas is coming soon. Learn all about it in our blog!

Quick Tip: Have your users use or create filters, views and groupings to reduce the number of reports

Avatar

Employee

Did you know that Users and Sys Admins can not only create their own filters, views and groupings, but share them with their teams?

Users can create and share their own filters, views and groupings, or system administrators can share custom filters, views, and groupings that are relevant to their organization’s workflows and processes through the list controls on layout templates.

Learn how to create and share filters, views and groupings here.

System administrators can also make relevant filters, views and groups easier to find for end-users by updating the list controls in layout templates to hide unneeded filters, views, and groupings for commonly used objects (projects, tasks, programs, etc.).

Learn how to customize filters, views and groupings using a layout template here.

Want to learn more about reporting and dashboard best practices? Check out the Best practices for Adobe Workfront page for more!

"Like" this post if you find it helpful!👍

To find all previous Quick Tips, go here and view the Discussions tab.

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

0 Replies