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UPDATED Reports Page 

The Reports page will be receiving significant upgrades over the next few weeks, starting with the release on Tuesday, May 14. Here's what's in the first round of enhancements:

• Sleek new look and feel 🌟
• Search feature for quick finds🔍
• Favorite reports shortcut for easy access ⚡
• Simplified custom report builder 🛠️

Upcoming updates will include a new report scheduler, custom report previews and a report description tooltip. Stay tuned!

FAQs

What's New?

Instead of having to scroll through one long page of custom and standard reports, now all reports will be organized by category in a folder structure on the left side of the screen. 

Plus, you can now use the search bar to instantly locate the report you're looking for, and add it as a Favorite for easy access later!

How do I add Favorites?

When you open the Reports page, your default view is the Favorites folder. The first time, you will likely see an "Oops! No reports have been added" message. 

To add Favorites, locate the reports you use most frequently using the category folders or the search field. Click the star next to your desired report to bump it to the top of its folder and add it to Favorites!

How do I add a new custom report?

Click the New Report button to open the simplified custom report builder.

Follow the instructions on screen to configure the Data Sets & Columns, Report Info, Filter, and Sort options. 

For a detailed look at the streamlined custom report builder, please click here

How do I edit a custom report?

Click the three dots at the far right of the row and select the pencil edit icon. 

Will any existing custom or scheduled reports be impacted by these updates?

Nope! All of your custom and scheduled reports will be untouched. You can still find all personal custom reports under "My Reports," all shared custom reports under "Company Reports," and all Scheduled reports by clicking "Schedule."