Navigating the reports tab
When you navigate to the "Reports" tab, you'll automatically see a list of the reports you accessed most recently. From there, you can search your recent reports, create a new report or folder, or navigate to an another existing folder or report collection.
Folders
When you click on the "All Folders" tab, you can browse all folders displayed in alphabetical order or you search for a specific folder.
Resize columns
Hover your mouse on the line between two columns. When your cursor changes to a double sided sideways arrow, you can drag the column to expand or contract it.
Adjust which columns display
To adjust which columns display, click the gear icon at the top right of the screen and choose "Select Fields to Display" .
Use the side to side arrows (1) in the middle to adjust which fields are visible, use the up and down arrows (2) on the right side to adjust in what order the columns appear.
Sort your view of folders or reports
Click on the column header to sort the page alphabetically (A-Z) based on the values in that column, click on the header again to sort reverse alphabetically (Z-A). You'll see an arrow icon next to the column header in the column that is currently determining the display order.
Create a new report folder
Click on "New Folder" to create a new folder. This will create a new folder in the "All Folders" section, if you want to create a folder nested in another folder, first open that folder, then click on "New Folder".
Create a new report
To create a new report, click "New Report". When you save the report, you'll have the option to choose in which folder to place it.
0 Comments
Add your comment