Accessing reports
To access your reports:
-
On the navigation bar, click Reports.
The Reports page includes a sidebar with links to six filtered views and five report categories. The number of reports in each view or category is also shown.
- Click a link on the Reports sidebar to open the applicable view or category.
- [Optional] Search for a report by entering the report name in the Search Reports field. The search results update dynamically as you type.
- Click a report to open it.
Click a link on the Reports sidebar to switch between the following views of the Reports page:
- All Reports: shows all predefined A report that is available by default for all customer accounts. You can access your predefined reports in Absolute view of the Reports page. Also see "user-defined report"., user-defined A report created using the Save As report option to save your report customizations to a new report. User-defined reports show in My Reports view of the Reports page. Also see "predefined report"., and shared A read-only report that another user has shared with you. Shared reports show in "Shared with me" view of the Reports page. reports that are available to you
- Absolute: shows all predefined reports that are available to you
- My Reports: shows the user-defined reports that you've created
- Favorites: shows the reports you favorited. You can favorite the reports you use most often.
- Scheduled: shows the reports you scheduled. You can email reports to individuals on a daily, weekly, or monthly basis.
- Shared with me: shows the reports that other users have shared with you
On the Reports sidebar under Categories, click one of the following links to view its reports:
If you want a more simplified view of a report list, you can hide some of the report details, including the report description. To collapse each report row, click (Collapsed). Click (Detailed) to expand it again.