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Forecast provides four (4) Standard Reports to help you stay on top of your company's operations and projects. To learn more about each report, its functionality, and the permission requirements for access, check out:
This article covers:
Report Repository
Report Repository is a dynamic, sortable table that lets you organize reports in a way that works best for you. You can group reports by type, owner, access level, or mark them as favorites for quick access.
To access Report Repository
- Click Reports in the navigation bar.
- Select Standard Reports from the dropdown.
Layout
Report Repository offers two (2) tabs, Private and Shared. Admin users have an additional tab for All Reports.
- Private: Reports visible only to you (the logged-in user). Private reports are great for personal tracking or drafts you are not yet ready to share.
- Shared: Reports that are shared across your organization.
Display and Sorting
Search
Use the magnifying glass to sort by keyword to find a specific report by name.
Change View
Group your reports by Report Type, Owner, Access or Favorites. You can apply up to three (3) grouping levels.
Sortable columns
By default, the report table is sorted by Edited, with the most recently edited or created reports listed first. Click on a column's header to sort your reports by:
- Name: Name of the report
- Report Type: Type of the report.
- Edited: Date the report was last edited.
- Owner: The owner of the report.
- Last Viewed: Date the report was last viewed.
- Last Viewed By: The person who last viewed the report.
- Favorites: The star icon marks your favorite reports. Favorite reports are specific to the logged-in user.
The column used for sorting displays a single arrow indicating the sort direction. All other columns show bidirectional arrows, making it easy to identify which column is actively sorted.
Custom sorting is specific to you (the logged-in user) and does not persist across sessions; the default sort will be applied each time you open Report Repository.
Additional Features & Functionality
Report Repository includes various options to help you manage your reports.
To access more options
- Click the three dots at the right side of the report's row.
- Select from Duplicate, Share, Rename, Transfer ownership or Delete.
Duplicate
A copy of the selected report appears in the repository. The new report displays the same name as the original report, denoted by (copy).
Share
Share reports internally or externally. You must be the report's owner to share it.
Share a report with an external user
Click Share and add an external email address to share the report with a user outside your organization.
- Externally shared reports display the people icon next to the report name.
- To adjust external sharing on a report, hover over the people icon, click See More and select Remove.
The external user will receive 2 emails:
- An email with a link to the report.
- An email with a temporary password.
Share a report with your company
Share reports internally across your organization.
- The building icon indicates the report has been shared with your organization.
- To adjust internal sharing, hover over the building icon, click Show More, and select/de-select Share with your organization.
Rename
Update the report's name on demand.
Transfer ownership
Adjust the report's owner by selecting another team member. Expand the dropdown and select the new owner. Ownership suggestions in the dropdown default to the last team member who viewed the report.
Delete
Permanently deletes the report from your account.
Creating a New Report
A new report may be created by duplicating an existing report or by clicking Create Report.
To create a new report
- Click Reports in the navigation bar.
- Select Standard Reports from the dropdown.
- From Report Repository, click Create Report.
- Select the type of report you wish to create.
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