- 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. Reports can also be displayed as a calendar view, for more information on customising views click here.
There are also views to show any Scheduled Emails that you or others have set up.
Reports have a Category field. Use this field to make it easier to find reports. Create a filter then 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. NOTE: With the Calendar and Accounting Period range filters it is possible to create Reports that dynamically change the information presented each time the Report is run, meaning further manipulation of the Report filters may not be necessary after the initial filter is applied.
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