Report Center and Groups

Report groups, predefined, personal, and saved templates.

Last updated 13 days ago

Open Reports. On the home page, reports are grouped by areas—such as Projects—or categories. You will see only those groups and reports permitted by your access permissions and the modules used within your organization.

Within a group, you will find ready-made reports and your own saved views. Clicking a group name opens its default view, while selecting a specific report displays the filters, columns, summary, and chart saved within it. Variants shared with you by others appear as shared reports.

Mark your most frequently used report with a star. It will appear in the Favorites block, allowing you to access it more quickly next time. You can also drag and drop report group blocks to arrange them in your preferred order; this arrangement is personal to you.

If you do not see the group you are looking for, first check whether your organization uses the relevant module and whether you have permission to view its reports. Access rights for permissions are managed by the administrator.

If you do not see the mentioned option, check your reports and the main module permissions. Access rights for permissions and general templates settings are managed by the administrator. This note applies to all functions described in this article.

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