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Printing a Report

This lesson shows you how to Print a Report 1. Hover over the “Reporting” tab and choose “All Reports” 2. Click into The Report you’d like to print by using the arrow...

Create a Basic Report

Report Initialization 1. Click "Create New Report" 2. This purple arrow will act as a guide. Firstly, it's telling us to select a report view. For this example, I want to show how to create a repo...

Viewing Existing Reports

1. Click "All Reports" in the Reporting menu 2. Here you can open any of your report folders to find the one you're searching for. 3. If you have a lot of reports, you can also type in the name of...

Delete or Claim Ownership of Reports

Delete or Claim Ownership of Reports In your Reporting tab, you have the option to delete or claim ownership of other user’s reports. 1. Click into a report group/folder, and you’ll se...

Cloning a Report

1. From within the reporting suite, click into the report you want to clone. Then select Change Report. 2. Click Clone Report 3. Make any changes as necessary (add columns/remove etc.). Then click...

Giving access to Report Folders to User Groups

1. To give users access to specific report groups, click on your name. 2. Click "Tools & Settings" 3. Click "Users" in the sidebar 4. Select "User Groups" 5. Select the user group you want to gi...

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