Each tab on the Reports page organizes reports into a tabular format called a Listview.
For more information on listviews, please review the following article: Listviews
The Reports Listview organizes information into different columns.
The first column of the Reports Listview is the Name of the report. Clicking on the Name of a Report will load the report in view mode.
The next column is Category. The Report Category is set when the report is created and is used to help group related reports.
The next column is Last Modified By, which shows the last User who saved the most recent update to the report.
The next column, Last Modified, shows the date when the last change was made to the report.
The Notes column displays a brief description about the purpose of the report. This column may also contain instructions for how to use the report.
The next column is the favorites column. Clicking on the heart will favorite that report.
You can see all of your favorite reports together by clicking on the red heart icon in the header. This will raise all of the favorited reports to the top of the Listview.
The Actions Column only exists if your User Role has general Report Edit Permissions. Possible actions that a User can see in this column include:
- Editing the Report. This requires the User to have Report Edit Permissions.
- Deleting the Report. This requires the User to have Report Delete Permissions.
Reports Training - The Basics
Running Reports - Filter Options