Use user-based wildcards to generalize reports

Last update: Wed Jan 03 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Reports and Dashboards

CREATED FOR:

User

You can generalize a report by using wildcards instead of specific information when building certain reporting elements. For example, if you want to create a report that shows the tasks assigned to a specific user, you can use the user’s name in the Assigned To field of the filter. However, if you want to create a report that shows tasks assigned to the logged in user, regardless of who that user is, you can use a wildcard that indicates that when someone views the report it displays information pertaining only to them. This way, you build the report once but because you use a wildcard in the filter it produces different results every time someone else reads it.

You can use user-based wildcards when building the following reporting elements:

Filters
Custom prompts
Views when adding rules for columns

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 Filters, Views, Groupings

Edit access to Reports, Dashboards, Calendars to edit reporting elements in a report

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 to edit reporting elements in a report

Manage permissions to a view or filter to edit them

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.

Prerequisites

You must create a report before you can add a wildcard variable to it.

For instructions on creating reports, see Create a report.

How-to steps

To insert a user-based wildcard in a report:

Go to a report for which you want to insert a user-based wildcard.
Click Report Actions, then Edit.
Click the Filters tab.
Click Add a Filter Rule.
Start typing the name of the field that you want to filter by.
You must type fields that reference the user object or information about users.

Select Equal in the drop-down menu for the filter variable.

note tip
TIP
You must always select the Equal filter variable when working with wildcards in Adobe Workfront.

In the Start typing name … box, type: $$USER.ID or $$USER.name if you want the report to display information about the user who logs in, based on their name. You can insert other wildcards that refer to the logged-in user’s Group, Team, Company, or other information.

For a complete list of user-based wildcards, see Wildcard filter variables overview.
Click Save + Close.

Use user-based wildcards to generalize reports

Access requirements

Prerequisites

How-to steps

Additional information