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Reporting on Reporting Elements

Forum|Forum|4 years ago
April 29, 2021
7 replies
2122 views

In a few Braindates yesterday I was asked how to report on the reporting elements (view, filter, grouping) within a report. This can be particularly useful when trying to find a specific report as well as when cleaning up reports and easily identifying duplicates. Here is the code for each column. You can also use Command+F (Control+F) to easily find existing reports that use a specific field.

Pro Tip: Export to Excel to highlight duplicates

Filter

displayname=Filter definition

textmode=true

valuefield=filter:definition

valueformat=HTML

View

displayname=View definition

textmode=true

valuefield=view:definition

valueformat=HTML

Grouping

displayname=Grouping definition

textmode=true

valuefield=groupBy:definition

valueformat=HTML

Best answer by MoniqueEvans

Another awesome use case I just remembered is when you're updating a custom field and need to know what reports are affected by it. IE has an option as a filter, or grouping by the field, or conditional formatting with that field. This will help you understand the connections and remind you to edit the reports after altering the field.

I typically will let users know the report may be "broken" for a day or two while I work through everything.

Z

Zuleika_Acevedo

Thanks Monique!!!👍

MoniqueEvans

AuthorAccepted solution

Community Advisor

Another awesome use case I just remembered is when you're updating a custom field and need to know what reports are affected by it. IE has an option as a filter, or grouping by the field, or conditional formatting with that field. This will help you understand the connections and remind you to edit the reports after altering the field.

I typically will let users know the report may be "broken" for a day or two while I work through everything.

snuzum

You are a ROCK STAR ‚≠êÔ∏è ‚≠êÔ∏è ‚≠êÔ∏è Monique!!!

Kundanism

Thanks lot @Monique Evans‚ for sharing this info. One question can we add a report prompt to filter report type such as project or task or assignment type, etc. I tried to use the field as Report Type, but does shows the list to select type of report as mentioned above.

Mvh

Kundan.

MoniqueEvans

Author

Community Advisor

Yes you can add a prompt (my report uses them as well) for Report Type you will need to select equals and type in the Workfront code. For example, a Project Report would be PROJ. Assignment = ASSGN; Task = TASK

laurence_jayawardane

I finally implemented this in our instance, which I am so excited to start using! Thanks for sharing this with us @moniqueevans !

MoniqueEvans

Author

Community Advisor

@cynthiaboon Found it!

CynthiaBoon

Adobe Employee

You are, as always, the BEST!

J

JenniferRu6

Hi there @moniqueevans! Perhaps this is a silly question, but what report type is this report? Since it's pulling in details from all different report "types" (first column), but WF restricts reporting by report type -- this is going over my head how you even built this. I'm intrigued, though. Seems like a super helpful tool, if I could figure it out.

MoniqueEvans

Author

Community Advisor

Hi Jennifer! Great question and a very important one if you want to be successful. This is a Report Report. No that's not a typo. This is a report that is listing the reports in your system. And to make one you want to go to Reports > New Report > More > SCROLL DOWN to Report

J

JenniferRu6

@moniqueevans
I bow to thee... this report is PURE GENIUS!!

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