With the Reports Library, you can generate powerful reports and access essential data with just one click. Here’s how to get started:
1) Access the Reports Library
From the main navigation, select Reports. You'll have two options when it comes to building your report:
Reports Library: Choose from prebuilt reports designed to highlight key data.
Custom Report: Build your own report from scratch.
Tip: If you already have some reports saved, select the + Report to open the library.
2) Selecting a Prebuilt Report
To use a prebuilt report, click on + Add from library. You can either:
Browse the list of categories to find reports that match your needs.
Scroll through the entire list to see reports along with their respective categories.
3) Generating and Customizing a Report
When you find a report you want to use, click on it to generate it automatically.
Customize your report by adjusting filters and columns to focus on the data most relevant to you.
4) Saving Your Report
If you'd like to save the report, click on Save report in the upper right. You can:
Name your report.
Add a description.
Set the privacy level.
Select or create a category for it.
Create a Pulse.
After saving, your report will be listed in the main Reports menu.
5) Viewing Report Details
Details like the creation date, category, and creator are visible directly as column fields in the reports table. You can show or hide these fields to see the information most relevant to you.
