Displaying Reports

- Displaying Reports

Tip

Remember, you can add your most frequently used Reports and Charts to a Dashboard to make them easy to find.

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Clicking on Start > Reporting and choosing either My Reports or All Reports displays the Reports Landing Page.

The Reports Landing Page displays two views:

  • My Reports - the reports you've created;
  • All Reports - the reports you've created plus all those that other Workbooks users have created and shared with you.

You can customise the appearance of this (and any other) Landing Page including grouping, filtering and saving views. For more information on customising views click here.

Reports can be added to Landing Pages as Report Views, which makes it easy to access important data and statistics. Information on Report Views is located here.

Reports have a category field. Use this field to make it easier to find reports. Create a filter than returns all reports with a Category of Sales. Then save this filtered view with a name of "Sales Reports". The list of categories is maintainable in Picklists, or you can simply type the category.

To open any of the Reports hover over the row until it become underlined and click on it once.

You can apply a filter to the Report results without changing the underlying Report data simply by clicking the Filters button.

By default, Workbooks reports are private to the user who created them but they can be shared with other users (or user groups). To see who a report is shared with you can activate the 'Shared with' column on the Reports Landing Page. Click here to find out more about sharing reports

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