Viewing A Report

A report returns a set of records that meets certain criteria, and displays it in organized rows and columns. Report data can be filtered, grouped, and displayed graphically as a chart. Reports are stored in folders, which control who has access. You must have “Read” permission on the records included in your reports; otherwise, when you run them, they may be missing data or appear blank.

Reports TAB

Reports TAB

Reports can be viewed from the Reports TAB

Reports and Dashboards List View / Creation initiation page

Reports and Dashboards List View / Creation initiation page

From this page, you can:

1. Search for reports.

2. Select or create a folder.

~ The Folder drop-down list includes all report folders you can access.

3. Click the View drop-down to sort between:

~ All Items

~ Recently Viewed

~ Items I'm Following

~ Items I Created

4. Click the Type drop-down to sort between:

~ Reports

~ Dashboards

5. Click New Report to begin a new report. Click New Dashboard to begin a new dashboard

6. Click a report name to run the report.

7. Click Edit next to a report to customize it. Click Delete to remove from folder and place in Recycling Bin.

Report Detail

Report Detail