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What is the new report index page?

New Report Index Page

The company level and project level Reports tool page has been redesigned to better display all types of reports that are related to that project or company. With this new design, you can can search the page for reports, easily create a report, and easily edit, delete, or clone a report. 

Click on the numbers in the image below to be taken to the section that describes that section. 

 

navigate-reports-3.png#1 #2 #3 #4 #5 #6 #7

1 - Search

  • At the top of the Reports page, you will be able to search through all of your reports by entering a keyword(s) into the Search box. This will search the reports' titles and descriptions. 

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2 - Company reports

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3 - Canned reports

  • This displays all automatically generated reports that will always appear in your company and project's Reports tool. 

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4 - My Custom reports

  • This displays all custom reports that you have created in your project or company.

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5 - Open in a new tab

  • You can right click in the row of a report to open that report in a new tab. Once you see the "Open in new tab" button, click the button to reveal the report in a new tab. 

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6 - Create new report

  • Click the Create Report button to quickly create a new custom report. 

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7 - Additional options

  • For all reports listed under Company Reports, you can click the 3ellipsis.png icon to edit or delete these reports.
  • For all reports listed under My Custom Reports, you can click the 3ellipsis.pngicon to clone these reports.

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Dashboards

You can now access your dashboards by clicking the Dashboards subtab at the top of the page. Like the new Report index page, you can create dashboards directly from this page, search for dashboards using the Search bar, and Share, Clone, or Delete a dashboard by clicking the 3ellipsis.pngicon.

my-dashboards-index.png

 

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