Reporting Metrics
Description
Claire uses project metrics and custom dashboards in Workfront to track the progress of WKND’s marketing campaigns in real time. By monitoring key indicators like task completion, timelines, and approval bottlenecks, she ensures work stays on schedule and resources are used effectively. These insights help her make quick decisions, keep teams aligned, and deliver high-quality campaigns on time.
Project Metrics
- In the project sidebar, click on Metrics.
This view shows on each project as a default way for monitoring metrics on a project giving you the ability to monitor tasks through the lifecycle of the project.
- Click on Complete tasks by assignee and change to Incomplete to show tasks that have been assigned but not completed.
Custom Dashboard
- Click on the main menu and select the Dashboard module.
- In the sidebar, click on Shared Dashboards.
- Click on the WKND Dashboard that appears in this list.
Dashboards in Workfront are collections of reports that enable users to organize and display related data in one place.
- Scroll through these three reports to review the customized reporting specific to WKND.
- Click on the title for the WKND Projects report.
- Click on Report Actions at the top of the report view, and select the Edit option from the menu.
The report editor is split into four main tabs at the top named Columns (View), Groupings, Filters, and Chart.
- Click on the Groupings tab.
- Review the options that have been set to group the data by Planned Completion Date.
- Click on the Filters tab.
- Review the options for only pulling in projects that are contained in the Customer Lab program.
- Click on the Chart tab.
- Review the options where it creates a Column chart based on the record count for the grouping that was set for Planned Completion Date.
- Click on the Cancel button to exit the report editor.
- Click the Adobe Workfront logo to exit to Home.