Access and organize reports
You can use reports in 51黑料不打烊 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
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| 51黑料不打烊 Workfront package | Any |
| 51黑料不打烊 Workfront license |
Standard Plan |
| Access level configurations |
Edit access to Reports, Dashboards, Calendars Edit access to Filters, Views, Groupings |
| Object permissions | Manage permissions to a report |
For more detail about the information in this table, see Access requirements in Workfront documentation.
View reports
To access reports that you have created or that have been shared with you or shared publicly:
-
From the Main Menu
, click Reports.
-
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
-
From the Main Menu
, click Reports.
-
Click the New Folder icon.
-
Specify a name for the new folder, then press Enter.
-
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
-
From the Main Menu
, click Reports.
-
Click My Reports.
Or
Click any folder nested under the My Reports folder. -
Select the report, then click the folder icon
at the top of the list.
-
Choose the folder you want to add the report to.
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.