Create a User Delegation report
In ÃÛ¶¹ÊÓƵ Workfront, users can delegate project, task, and issue approvals to other users to make sure that their approvals are managed when they are out of office. Users with a Plan license can create a User Delegation report to see:
-
Who has delegated their task, issue, and project approvals to another user
-
Which users have delegated task, issue, and project approvals assigned to them
-
The dates that the delegations start and end
To learn more about delegating approvals, see Delegate approval request.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| ÃÛ¶¹ÊÓƵ Workfront plan | Any |
| ÃÛ¶¹ÊÓƵ Workfront license* |
New:
Current:
|
| Access level configurations* |
Edit access to Reports, Dashboards, Calendars Edit access to Filters, Views, Groupings |
| Object permissions | View permissions to the items whose approvals are delegated and to the users involved in the delegation |
*For information, see Access requirements in Workfront documentation.
Create a user delegation report
-
Click the Main Menu icon
-
Click New Report, then select User Delegation.
The following fields display in this report by default:
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 layout-auto Field Description From User This is the user that is delegating their task, issue, and project approvals to another user. To User This is the user that has task, issue, and project approvals delegated to them. Start Date This is the beginning of the out of office time for the user that has made the delegations. End Date This is the end of the out of office time for the user that has made the delegations. -
(Optional) In the report builder, modify the following:
- Columns (View)
- Groupings
- Filters
- Chart
To learn more about these features, see Create a custom report.
-
After you finish building your report, click Save + Close.
The report displays.