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The Report Center, located in the Main Header bar, allows easier access to view all reports, create new reports, edit reports, export reports (as .csv or .pdf), favorite specific reports, categorize reports, and bundle reports together.


Reports Center - Legend

A. Search Bar - Filter through all reports by name of report or category.

B. Sorting - Sort all reports by name of report or category.

C. New Report - Clicking this button will allow you to create new reports.

D. Reports Organizer - This column allows you to view all reports, favorite'd reports, reports by category, or bundled reports.

E. Report Widget - This widget gives you a quick glance of the report's name, category, report info, and if it's favorite'd.

F. Report Category - The category the report belongs to.

G. Report Name - The name of the report.

H. Favorite Icon - This heart icon has two states, red and transparent. If the heart is red, then that report is favorite'd. If the heart is transparent, then the report is not favorite'd. Note: Favorite'd reports are user enabled, other users will not see which reports you have favorite'd.

I. Info Icon - When your cursor is hovered over this icon, it will display a bit of information about that report.

J. Permissions Icon - This lock icon signifies that the user must have role permissions to that specific report to access it.