Navigating the reports tab
Folders
You can see al of the reports folders on the left hand side. You can also search for a folder in the "Find a folder" search field.
Create a new report folder
Click on the "Create a new folder" icon to create a new folder.
Create a new report
Resize columns
Hover your mouse along the top. When your cursor changes to a sideways arrow, you can drag the column to expand or contract it.
Move the column
Click on the column you would like moved. Hold down your mouse and drag...
When you see the two arrows (one pointing up, the other pointing down), release the mouse and your column will be in the new location where the arrows were pointing.
Sort your list of reports
Hover your mose over a column and you will see a dropdown arrow. Click on the dropdown arrow to sort your list of reports
Choose which columns appear in the view
Hover your mouse over the column and you'll get a dropdown arrow. Click on the dropdown arrow and select "Columns" - This will allow you to choose which columns appear in your view.
Search for and filter reports
- You can search for a report by name
- Modify which reports are shown
Give the folder a name and select sharing permissions
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