Reporting Overview

Access the Reports List Page

1. Click on "Reporting" in the top navigation then click "Reports" in the sub-navigation 

2. If "Reports" isn't selected in the sub-navigation by default, click on "Reports" in the sub-navigation

The Reports List Map

• 1 - Search bar -  allows entering text, filtering via status account owner, and sorting list by the different details of a report

  2 - Report List - 

  • Account Column - This column contains the account name, the name of the report file, and the name of the template used in the report w/ link
  • Status Column - icons that represent the status of reports and progress through the generation process
  • Frequency Column - Report generation cadence and the last date that a report was generated
  • Delivery Column - Report delivery method and last date a report was delivered
  • Range Column - Date range of report
  • Dashboard Column - Link to associated Dashboard
  • Download Column - Click the icon to download the last generated report
  • Action Column - Click the icon to reveal the Action Menu Action Menu

  3 - Re-Run Failed Reports - Automatically finds and re-runs all failed API calls and generation steps while efficiently preserving successfully placed data for reports in the queue that had previously returned critical errors

  4 - Export CSV - Generate comma-separated values file that contains every significant detail for each report in your list

  5 - Create Report - Open a new report profile