Reports
The Report section is where your data comes to life. Here, you can create customized reports based on your selected data view and report template. This section covers the entire report lifecycle, including the creation of internal and external reports, editing existing reports, and publishing them when ready.
It offers a range of functionalities to enhance your reporting experience, such as generating a live preview to view your report in real-time, applying filters for refinement, and saving drafts for later completion. This enables you to transform your data into meaningful reports, tailored to your specific needs and preferences.
To access the Reports page, select the Reports button in the left-hand navigation menu.
Reports Page Feature Highlights
Key areas of the Reports page are outlined and numbered to highlight important features. Below, you’ll find detailed explanations of each numbered item outlined in the screenshot of the Reports page.
1. All Reports tab: Displays both Draft and Finalized reports in the list.
2. Draft Reports tab: Displays only Draft reports in the list.
3. Finalized Reports tab: Displays only Finalized reports in the list.
4. Sort: Sorts Reports in either ascending or descending order based on the last updated date.
5. Sort A-Z: Sorts Reports in either alphabetical order or reverse alphabetical order.
6. Filter: Filter Reports by either the Status and/or the Audience of the report.
Click on the fields below to see the available filtering options for Status and Audience.
7. Create: This button allows you to create a new Report.
8. View: Takes you to a read-only view of the selected report. You can also transition to edit mode by selecting the Edit button within this view.
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