The Reporting section gives you access to a range of reports based on your product subscriptions. This guide explains how to navigate the reporting feature, understand the folder structure, manage favorite reports, and use the available report options.
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Who has access? Available to Client Admins, Client Power Users and Client User.
Where do I find Reports? Select Reports from the left-hand navigation menu. This will take you to the main Reporting page, where you’ll find all available reports relevant to your product lines and access levels.
Folder Structure and Favorites
Reports are organized in a folder-based structure to make it easy to browse and find what you need.
You can favorite any report for quicker access:
- Click the star icon next to a report name
- Once marked, the report will appear in your Favorites folder, located at the top of the Reporting section
This feature allows you to build a personalized list of frequently used reports for faster navigation.
To remove a report from your favorites, simply click the star again to unselect it.
Report Options and Actions
Reports can have different interaction options, depending on their type and setup. Below are the main options you may encounter:
- Download: Many reports can be directly downloaded from the UI in pre-determined formats such as PDF or Excel.
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Open: Clicking “Open” will take you to a Reporting UI, where you may have more advanced capabilities, such as:
- Exporting data to Excel
- Additional filtering
- Viewing report visualizations or detailed tables
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Options: Some reports have an Options or Filters button. This allows you to:
- Apply specific filters (e.g. product line, location)
Recently Added Reports
Newly added reports will be marked with a “New” indicator next to the report name. This helps you quickly identify and explore the latest additions to your available reports.