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Managing Reports

In this section, you will get to know how to manage reports namely filtering, sorting, searching, editing, approving, and deleting report. Additionally, you can also download a report if the designer of the report has set up that way.

Viewing Existing Reports​

You can view all the existing reports in the Reports tab in a Workspace.

If you are using the platform for the first time, the platform may not display any existing or current reports.

To view an existing report, do the following:

  1. Login to the platform.

  2. Click the Collaborate module, and then click the Workspaces module.

The Workspaces dashboard is displayed.

  1. In the Workspaces Dashboard, locate an existing workspace (for which you want to view the existing reports), and then click the workspace to open it.

The Workspace page is displayed.

  1. In the Workspaces page, click the Reports tab to view all the draft, approved, downloadable reports.

Filtering Reports​

Use filter options individually or in combination to further refine the search results.

To filter reports, do the following:

  1. Login to the platform.

  2. Click the Collaborate module, and then click the Workspaces module.

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The Workspaces dashboard is displayed.

  1. In the Workspaces Dashboard, click the Filter icon, select a filter or combine filters.

  • Status (All, Approved, Downloadable, Draft)

  • Created by (Anyone, Me, Someone)

  • Date Created (Any day, Custom Range)

The platform starts displaying the appropriate reports as the search results.

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Sorting Reports​

Sort reports in ascending or descending order and alphabeticaly.

To sort reports, do the following:

  1. Login to the platform.

  2. Click the Collaborate module, and then click the Workspaces module.

    Draw manual annotations

The Workspaces dashboard is displayed.

  1. In the Workspaces Dashboard, click the Sort icon, and then select one of the following options:

  • Created (Most Recent to Oldest)

  • Created (Oldest to Most Recent)

  • Alphabetically (A to Z)

  • Alphabetically (Z to A)

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Searching Reports​

Find reports created by you or team members in your organization.

To search reports, do the following:

. Login to the platform.

  1. Click the Collaborate module, and then click the Workspaces module.

    Draw manual annotations

The Workspaces dashboard is displayed.

  1. In the Workspaces Dashboard, type the partial or full name of report in the Search box.

The platform starts displaying reports matching the search query.

Previewing Report​

Get instant preview of a report without opening it.

To preview a report, do the following:

  1. Login to the platform.

  2. Click the Collaborate module, and then click the Workspaces module.

    Draw manual annotations

The Workspaces dashboard is displayed.

  1. In the Workspaces Dashboard, locate an existing workspace (for which you want to preview the existing reports), and then click the workspace to open it.

The Workspace page is displayed.

  1. In the Workspaces page, click the Reports tab to view all the draft, approved, downloadable reports.

  2. Locate a report that you want to preview, click the More Options menu, and then select the Preview option.

    Draw manual annotations

Editing Report​

Insert additional information, change the template, or make other changes with edit option.

To edit a report, do the following:

  1. Login to the platform.

  2. Click the Collaborate module, and then click the Workspaces module.

    Draw manual annotations

The Workspaces dashboard is displayed.

  1. In the Workspaces Dashboard, locate an existing workspace (for which you want to preview the existing reports), and then click the workspace to open it.

The Workspace page is displayed.

  1. In the Workspaces page, click the Reports tab to view all the draft, approved, downloadable reports.

  2. Locate a report that you want to preview, click the More Options menu, and then select the Edit option.

note

Once you approve a report, you are NOT permitted to edit the report.

Approving Report​

The platform enables you to create, approve, and download a report. Depending on your role and permissions, you may be able to create, approve and download a report.

To approve a report, do the following:

  1. Login to the platform.

  2. Click the Collaborate module, and then click the Workspaces module.

    Draw manual annotations

The Workspaces dashboard is displayed.

  1. In the Workspaces Dashboard, locate an existing workspace (for which you want to preview the existing reports), and then click the workspace to open it.

The Workspace page is displayed.

  1. In the Workspaces page, click the Reports tab to view all the draft, approved, downloadable reports.

  2. Locate a report that you want to preview, click the More Options menu, and then select the Approve option.

The report is instantly approved and available for download.

Deleting Report​

You can permanently remove a report from the platform. Once a report is deleted, it cannot be retrieved.

To delete a report, do the following:

  1. Login to the platform.

  2. Click the Collaborate module, and then click the Workspaces module.

    Draw manual annotations

The Workspaces dashboard is displayed.

  1. In the Workspaces Dashboard, locate an existing workspace (for which you want to preview the existing reports), and then click the workspace to open it.

The Workspace page is displayed.

  1. In the Workspaces page, click the Reports tab to view all the draft, approved, downloadable reports.

  2. Locate a report that you want to preview, click the More Options menu, and then select the Delete option.

The Delete Report dialog box is displayed.

  1. In the Delete Report dialog box, click the Delete button.
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The report is permanently removed from the platform.

note

If you approve a report, you are not permitted to delete the report.

Download Report​

You can download a report in .PDF format and easily share it internally or externally.

Pre-requisities: It is mandatory to first approve a report before you proceed to download it.

To download a report, do the following:

  1. Login to the platform.

  2. Click the Collaborate module, and then click the Workspaces module.

    Draw manual annotations

The Workspaces dashboard is displayed.

  1. In the Workspaces Dashboard, locate an existing workspace (for which you want to preview the existing reports), and then click the workspace to open it.

The Workspace page is displayed.

  1. In the Workspaces page, click the Reports tab to view all the draft, approved, downloadable reports.

  2. Locate a report that you want to preview, click the More Options menu, and then select the Download option.

The report is instantly downloaded onto your local computer.