Reports FAQ - Using the Reports Page
Overview
- You can run reports from the Reports page.
- To filter the reports displayed in this list, you can select an option from the Filter Reports list.
- Filtering narrows the displayed reports by selecting an option from the Filter Reports list.
- This enables you to more quickly locate the report you are looking for.
- If a report is editable, a pencil icon is displayed in the Edit column next to the report’s name.
- Non-editable reports, such as summary reports, show a non-editable icon.
- If you need to edit a report, you can make a copy of the report and then edit it.
- There are three ways to create reports and the corresponding links for each method at the top of the page.
Creation of Reports
- There are three ways to create reports and the corresponding links for each method at the top of the page.
Editability of Reports
- If a report is editable, a pencil icon is displayed in the Edit column next to the report’s name.
- Non-editable reports, such as summary reports, show a non-editable icon.
- If you need to edit a report, you can make a copy of the report and then edit it.
Notes and Feedback
- Help topics may include features to be released.
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