Summary
In this chapter, we worked with reports, including opening a report, searching for a report, and adding a report to favorites. You also learned how to navigate a report and discussed each component available when running a report.
We walked through the Reports
tab, where we will be presented with the recently opened reports; click on the header to sort the reports, and there are a few menu options under Reports
. Under the Reports
category is the Folders
category, where we can check the folder that you created, the folders shared with you, and all the folders you have access to.
Next, we also learned about the action menu which is available for each report. Where they are available depends on the user permission in general and user access related to the specific report.
You also learned about subscribing to a report. For report delivery to an email, you need to have permissions to subscribe to the report, and there are up to five reports you can subscribe to.
In the next chapter, we will...