Reports Dashboard Overview

Users can save Document Full Table views which will automatically transfer to the Reports Module Dashboard.

Click on the Reports Module from the Main Dashboard:


Reports Module

reports 1.png

1. My Saved Reports: You can see the reports that you have saved, or the reports that you have shared. If you delete a report from your saved report library that you created and then shared with another user, the report will remain in the other users report library.

2. Company Shared Reports: You can view any reports that you or someone else has shared with the entire company. If you created a report and shared it with the entire company, then you delete the report, it will disappear completely.

3. "Screen_Shot_2018-08-02_at_10.11.36_AM.png": By clicking, a box will pop up that will allow you to edit the report name, description, and change the visibility of the report

4. "Screen_Shot_2018-08-02_at_10.09.05_AM.png": By clicking, you are able to share this report with another individual user.  You can also create a message about the report

5. "Screen_Shot_2018-08-02_at_11.44.56_AM.png": Clicking on this will delete the report

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