Skip to main content

Reports

Create, view, share, and comment on data reports. Reports let you snapshot your data at a point in time, add summaries, and collaborate with your team.

Reports List​

The Reports list displays all your existing reports, helping you manage them efficiently. Each report entry shows its title, the associated dashboard, the creator's details, and the creation date.

You can filter the list by clicking the filter icon next to the Title, Dashboard Used, or Created by column headers. To perform additional actions on a specific report, select the vertical ellipsis in the Actions column.

To create a new report, click the Create Report button.

Create Report Dialog​

You can generate a new report by configuring its source dashboard, duration, and frequency.

  1. Select the dashboard you want to use for the report. You can type in the search box to filter the list of available dashboards, or select one from the dropdown menu.
  2. Specify the report's duration by picking a Start date and an End date from the calendar selectors.
  3. Choose the reporting frequency. Select One time to generate the report immediately, or choose Schedule to set up recurring report generation.
  4. After configuring your report, click Generate Report to create it, or click Cancel to close the dialog without creating a report.

Report Viewer​

You can view the full details of your report, including its name, the date range of the data, the creator, and any associated dashboards. The left panel allows you to filter the report data. You can adjust submission dates, select specific countries, sub-regions, or meetings to narrow down the results, and an Issues indicator will alert you to any problems with the report.

After making your filter selections, click the APPLY button to update the report's data. To clear your filter changes, click the refresh icon next to APPLY. In the main report area, you can add an executive summary or any relevant notes in the text field provided.

The report displays various charts and data visualizations, which will load based on your applied filters. You can save your changes to the report at any time by clicking SAVE. Use the download icon to export the report or the share icon to distribute it to others.

Share Report​

You can share reports with others directly from the report view.

  1. To open the Share Report modal, click the Share icon in the report's header.
  2. The modal displays options for sharing your report. By default, users within your organization who have the necessary permissions can access this report.
  3. You can also enable public access for your report. Toggle the switch next to Public Access to allow anyone with the report link to view it.
  4. Click CLOSE to dismiss the modal.

Comment Popover​

When you click the comment icon next to a report section, a popover appears for you to add or view comments on that specific section. If no comments have been added yet, you'll see a prompt inviting you to start a conversation. To contribute, type your message into the Add a comment field and click the up arrow icon to submit it.