ÃÛ¶¹ÊÓÆµ

View all updates in a Note report

The Updates area of an object displays a maximum number of 200 updates by default. To see all the updates that any of the users have entered for an object, you can create a Note report that displays all the updates.

NOTE
You can build a report to view updates on objects in Preview with the Journal entry report. For more information, see Report on the Updates area with a Journal Entry report.

Access requirements

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

ÃÛ¶¹ÊÓÆµ Workfront plan
Any
ÃÛ¶¹ÊÓÆµ Workfront license

New: Standard

Current: Plan

Access level configurations

Edit access to:

  • Create Reports, Dashboards, and Calendars

  • Create Filters, Views, and Groupings

Object permissions

View

Note: If you do not have View permission or higher to an object, information for that object doesn't display in the report.

For more detail about the information in this table, see Access requirements in Workfront documentation.

Create a Note report

Creating a report for Notes for any object is identical, regardless of the object.

For example, to create a Note report for all the notes on a project:

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓÆµ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Reports.

  2. In the upper-left corner of the page, click New Report, then select  Note.

  3. (Optional) Click (Columns) View, then Add Column to add the Name of the Project in the view of the report.

  4. (Optional) If you are reporting on multiple projects at the same time, click Groupings, then Add Grouping to group by the Name of the Project. This ensures that the notes are grouped by their respective projects, making the report easier to read.

  5. (Optional) Click Filters, then Add a Filter Rule.

  6. Add a filter for Note > Note Text > Is Not Blank.

    note tip
    TIP
    If a project field was updated but no note was added at the time of the update, the Note Text of the update displays as (No text added to update).
  7. (Optional) Add another filter for Project > Name > Equals to and add one or several project names for which you want to view notes.

  8. Click Save + Close. All the updates entered on the project by all users with permissions to View the project are displayed in the report.

recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43