Reports

When you use this feature, the report you created will appear on the list page of the report module and you will see the following information.

• Entity - Users must assign the report to their hierarchy. The level chosen for the report will set its access for other users within your organization.

• Report Name - The name of the reports comes under this column.

• Last Sent - It is the last time when the report was sent.

Clicking on any column title (Entity and Report Name) sort by that column 👍.

You can view the report by using the view button .

You can edit the details of the report by using the editing button .

You can generate a duplicate copy of the report by clicking on the duplicate button .

You can delete the report by using the delete button .

Navigating Reports

If there is a long list of reports, then this list is converted into the number of pages. You can go to these pages by clicking on the respective button . You can go to the next page of reports by clicking on the next button or can go to the previous page by clicking on the previous button . These buttons are available at the bottom right of each listing page of reports.

Filtering Reports

You can go to the search engine and search for the report from those available in the current list. The search will apply to text in any of the following columns:

• Entity

• Report Name

• Last Sent