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Access and organize reports

Last update: Tue Jul 26 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can use reports in Adobe Workfront to review or edit information about objects in the system. You can create your own reports, organize the reports that you create, and view reports that have been shared with you or shared publicly.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*
Any
Adobe Workfront license*
Plan
Access level configurations*

Edit access to Reports, Dashboards, Calendars

Edit access to Filters, Views, Groupings

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to a report

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

View reports

To access reports that you have created or that have been shared with you or shared publicly:

  1. From the Main Menu , click Reports.

  2. Click one of the following options, depending on the report that you want to view:

    • Click My Reports to view reports that you have created.
    • Click Shared with Me to view reports that others have shared with you.
    • Click All Reports to view both reports that you have created and those that have been shared with you or shared publicly.

Organize reports that you create

You can use folders to organize the reports that you create. You cannot organize reports that have been shared with you, shared publicly, or system reports.

Create a new folder for reports create-a-new-folder-for-reports

  1. From the Main Menu , click Reports.

  2. Click the New Folder icon.

  3. Specify a name for the new folder, then press Enter.

  4. From the My Reports folder, add reports to the new folder.
    For information about adding a report to a new folder, see the Add reports to a folder section in this article.

    note note
    NOTE
    You can only add new folders to the My Reports folder. You cannot add new folders or reports to the Shared with Me or All Reports folders.

Add reports to a folder add-reports-to-a-folder

  1. From the Main Menu , click Reports.

  2. Click My Reports.
    Or
    Click any folder nested under the My Reports folder.

  3. Drag a report from the report list into the folder where you want it to reside, and drop it when you reach the folder.

    note note
    NOTE
    You can only move reports from the My Reports folder to other folders nested under My Reports. You cannot move reports from or to the Shared with Me or All Reports folder to or from other folders.

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