Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

NoteThe Reporting (Beta) screen will eventually replace the legacy Reporting screen and will include a host of new and improved reports. The features and reports on this new screen will be rolled out in stages across several consecutive releases.The My reportssection contains a list of all the custom reports you have generatedcreated. If there is a very long list of reports, you can search through the list using the search bar as well as sort and filter it.

...

You can sort the My reports list using the Sort by dropdown , This is very useful if you want to order the list so that the reports are listed in a particular wayorder.

...

You can sort the list of custom reports by:

  • Recently updated: Reports are sorted based on how recently they have been edited, with the most recently edited reports at the top of the list.

  • Name: Reports are sorted by name in alphabetical order from A to Z.

  • Recently ran: Reports are sorted based on how recently they've been run or rerun, with the most recently run reports listed at the top of the list. For example, if you rerun an existing report you've created in the past and then sort the list by Recently ran, it will appear at the top of the list.

  • Recently created: Reports are sorted based on how recently they've been created, with the most recently created reports at the top of the list.

  • Recently viewed: Reports are sorted based on how recently they've been viewed, with the most recently viewed reports at the top of the list.

...

For example, selecting the User report filter narrows the list to only show User reports you’ve generated you have created.

...

Using filters and sorting together

The Filter and Sort by dropdowns can be used in combination with the search bar to further refine the list of reports. For example, you might want to filter the list to only show User reports, sorted by how recently they were created.

Info

Using the Sort by and Filter dropdowns in combination with the search bar can be extremely useful if you have help you find a report quickly, especially if there is a very long list of reports.

...