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:
You can sort the reports shown in the Reports area by name or last modified date.
By default, reports are sorted by report name in descending order. To change the sort order, click the Sort by field and select Sort ascending. Click outside the menu to close it. To quickly switch between ascending and descending sort order, click the
icon.
To sort by last modified date, click the Sort by field and select Date modified. To change the sort order, select Sort ascending.
Your selections are retained when you switch to a new view or report category.
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.




