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Reports overview

Overview: Reports​

The Reports module is a collection of all the reports that created within various workspaces in the tenent or environment. This collection enables you to quickly access and view any report without opening the workspace that contains the particular report.

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When you can click open a report, you are directed to the specific workspace that contains the report.

Each of the reports available in the dashboard displays:

  • The name of the report
  • The name of the team member who created the report
  • The classification level of the report
  • The status of each report
  • The date of report creation and approval

Since the goal of this collection is accessing and viewing of any report, you can do the following:

  • Get a quick preview of the report
  • Access and view a report
  • Search a report
  • Sort reports
  • Filter reports

In addition, you can also do the following:

  • Edit a report
  • Make a copy of a report
  • Approve a report
  • Export a report
  • Download as a PDF
  • Delete a report