Total Report

[MichelleBo1]

I am trying to create what i thought would be a fairly simple report but am not getting the results i was expecting so I am hoping someone can help. What I am trying to do is create a report that will show me the total number of tasks and total number of projects closed YTD grouped by portfolio. I don't need any other information just a sum total of tasks and projects basically to show upper management that Workfront is worth the cost. Any assistance would be appreciated. Michelle Bowden Fiserv ETG

[Richard__Carlson]

When viewing reports there are typically tabs in the top left which may provide the information that you require. Assuming your report is configured correctly and you merely want totals - have you checked the Summary tab? Richard Carlson Behr Process Corporation

[NicholeVargas]

Michelle, You would want to run two different reports, and then add both to a dashboard to view the information in a single place: 1. A project report filtered for Project > Actual Completion Date > This Year, grouped by Portfolio > Name (can be done through the basic UI). 2. A task report filtered for Task > Actual Completion Date > This Year. If you want to group the report by Portfolio Name, that would need to be done through text mode. I've included that below for your reference. textmode=true group.0.displayname=Portfolio group.0.valuefield=project:portfolio:name group.0.valueformat=HTML If you have any questions, let me know! Nichole Vargas Workfront

[MichelleBo1]

Thanks Nichole. Putting them on a dashboard together got me what I needed. Michelle Bowden Fiserv ETG

[NicholeVargas]

Michelle, Happy to hear, thanks for the update! Nichole Vargas Workfront