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 a new report.
D. Reports Organizer - This column allows you to view all reports, favorited 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 favorited.
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 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
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 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.
F. Save - 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.
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.
M. Export PDF - This button will download a .pdf file of the report.
N. Info - This button will slide out a small modal displaying the report's description.