To access Report Center, select Reporting on the main navigation menu. If Report Center hasn't been permissioned to the user, they can't access Report Center.
Managing Reports
Objective
After completing this lesson, you will be able to manage reports with Report Center.
Report Center Access
Report Center Navigation
Report Center Navigation
The actions available in the Report Center are:
- Search: Type a search.
- Filter and Sort Reports: Filters are persistent between logins and the number indicates how many types of filters (Type, Author, Last Modified, Labels) are enabled.
- Report Types: Canvas Report, Table Report, Tile, Dashboard, Custom Report, Story Report.
- Perform an Action: Action Menu, Label As, Run.
- Share Indicator: Icon represents the report is shared.
- Favorite: Select to mark the report as a favorite for the home page.
- Create New Reports: Create a new report.
- Import Report Definition: Select a report definition for import.
- View Labels or Reports: Displays reports as a list or grouped by labels.
- Views: My Reports displays reports authored by you or shared with you; All Reports displays all reports.
Note
The report views are only visible when you're a report administrator.
Note
The Report Center window can be viewed in full screen mode, which removes headers and footers from the page, and responds dynamically to browser size.
Report Center Search, Filters, and Views
Report Center Search
You can search for a report by report or the author name. The search field uses an auto-complete feature.
Report Center Filter
Report Center users can filter the list of reports by Author, Modification Date, Labels, or Type. This filter setting remains the same value across login or logout sessions until it's changed or cleared. The filter icon indicates how many filter options are currently applied. You can sort results by Report Name, Author, Modification Date, or Type.
My Reports View
If you're a Report administrator, you have a view in Report Center referred to as. Administrators often have access to many reports, and this view limits the reports displayed so they can focus on essential reports. Administrators can use search and filter features on All Reports when locating additional reports.
Report Administrator views contain:
- My Reports: All your authored reports and reports shared with you.
- All Reports: All reports that you have access to.
These views appear in the Report Center navigation when the user is an administrator of any report type.
Report Center Action Menu
In the Report Center interface, you can manage reports via the Action menu. You can perform the following actions:
- Run
- Edit
- Share
- Rename
- Delete
- Export
- Duplicate
- Schedule
- Label as
- Change Author (owner)
- Copy Link
Note
Permissions and report types can prevent all action options from being available on a report.
Favorite Reports
You can use Report Center to add or remove favorite reports that are available on the home page.
To use Favorite Reports:
- Select or clear the star icon that precedes the report name to add it or remove it from the list of favorite reports. For example, select the star before Goal Status in Report Center.
- On the latest home page, choose the Favorite Reports quick action to view your list of favorite reports, arranged by the report types. For example, Goal Status is listed under Dashboards. The quick action allows you to search and remove reports from your favorites list.
Summary
- Report Center consolidates report builder tools into a modern interface where you can build and run reports.
- Report Center users can filter the list of reports by Author, Modification Date, Labels, or Type.
- You can use Report Center to add or remove favorite reports that are available on the home page.