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The
Report Center
Analysis center, located in the Main Header bar, allows easier access to view all reports
, create new reports, edit reports, export reports
to query, edit queries, save queries, export queries (as .csv or .pdf), favorite specific
reports
queries, categorize
reports
queries, and bundle
reports
queries together for quicker downloading.
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Reports

Analysis Center - Legend

Image Removed- Clicking this button will allow you to create a new report.D.

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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 

Reports Organizer - This column allows you to view all reports, favorited reports, reports by category, or bundled reports.

E

D. Report Widget - This widget gives you a quick glance

of

at the report's name, category, report info, and if it's favorited.

F

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

G

F. Report Name - The name of the report.

G. Info Icon - When your cursor hovers over this icon, it will display the description of the report.

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

I. Info Icon - When your cursor is hovered over this icon, it will display the description of the report.

Reports Screen - Legend

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A. Reports Organizer - This column allows you to view all reports, favorited reports, reports by category, or bundled reports.

B. Report Name -  The name of the report.

C. Favorite Icon - This icon has two states, red and transparent. If the heart is red, then that report is favorited. If the heart is transparent, then the report is not favorited. 

D.

Data

Column Headers - This bar provides a title/name for the data columns displayed below it.

E.

Data - This box is where all of the data that was configured on the Configuration screen is displayed.

Save - This button will allow you to save a new query with the filter, sort, group, and column options you have chosen. This option is grayed out on a standard or base query. 

F. Save As - This button will allow you to save a new report category with the filter, sort, group, and column options you have chosen.

 

  

G. Refresh - This button will reload the current page, with the default settings of the query you're on

H. Filters - This button will allow you to filter the report's data by options specific to each category.

I. Sort - This button will allow you to rearrange the ascending and descending order of your data.

J. Group - This button will allow you to organize your data by any of the column options. 

K. Columns - This button will allow you to cut or hide unnecessary data columns.

L. Export CSV - This button will download a .csv file of the report, viewable in processors like Microsoft Excel. Note: If this button is grayed out, it's because you have unsaved changes. Please save the query and then export. 

M. Export PDF - This button will download a .pdf file of the report. Note: If this button is grayed out, it's because you have unsaved changes. Please save the query and then export

N. Info - This button will slide out a small modal displaying the report's description.