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KristinFarwell
KristinFarwell
Employee
June 16, 2020

User Group Follow-up (June 16, 2020) - Reporting & Dashboards

  • June 16, 2020
  • 4 replies
  • 1915 views

The purpose of this thread is to continue the conversation from the Virtual User Group for Creative Agencies on the topic of Reporting & Dashboards on June 16, 2020.

Many thanks to everyone who came to our virtual meetup. Special thanks to @Sophy Regelous‚ from Cella for presenting, and the rest of the Cella team for joining the breakout groups adding so much to the lively discussion.

As promised, attached is a PDF of Sophy’s presentation, and you can watch the recording here.

Do you have any outstanding questions? Anything you didn’t get a chance to ask or that wasn’t discussed? Or have a resource you want to share as a follow-up? Leave a comment below. (Pro Tip: “Like” this thread to be notified as people reply.)

Future Creative Agencies events will be shared here, and also featured on the Events page here in Workfront One. You can also follow the “Events” topic if you want to receive notifications any time a new event is posted.

Thanks again. If you have any feedback (good or bad), please don’t hesitate to reach out. You can leave a comment below, direct message me here on Workfront One, or send an email to usergroups@workfront.com.

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    4 replies

    K
    KaitlinKe
    New Participant
    June 22, 2020

    Thank you so much! Where can we find the matrix report templates you mentioned on the call? We would love to implement some of these!

    KristinFarwell
    KristinFarwellAuthor
    Employee
    June 22, 2020

    Thanks, @Kaitlin Keating‚! Tagging @Sophy Regelous‚ , @Albert Daily‚ and @Tia Calvert‚ to help answer your question.

    T
    TiaCa
    New Participant
    June 23, 2020

    If you're interested in the Portfolio/Program report or the approvals and working on reports, I'd be happy to talk more about how we created those so you can create your own. -Tia

    N
    NaushinWa
    New Participant
    June 18, 2020

    wow! I wish I was able to make this session, some of the reports demoed are what we need (except for I lack the skillset to produce them)

    KristinFarwell
    KristinFarwellAuthor
    Employee
    June 16, 2020

    Hi all. Here is a copy of the recording from today's presentation. Thanks again to @Sophy Regelous‚ and @Tia Calvert‚ for sharing their guidance and insight on Workfront Reporting for Agencies. If you have questions for them, please drop a note below!

    PLAYBACK: Creative Agencies Reporting & Dashboards User Group - June 16, 2020 (40 minutes)

      N
      NRYNR
      New Participant
      June 17, 2020

      Thank you for publishing the recording. It would great if you were able to record and publish the breakout sessions as well.

      Heather_Kulbacki
      Heather_Kulbacki
      New Participant
      June 16, 2020

      I've already passed along Monique's great idea for getting timesheets done, if your company allows people to leave early the day before a holiday requirie their timesheets to be done before they leave.

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