You can access report creation from the side navigation, Reports > Report creation. From there you can start creating reports for your own or organization use.
Your permissions might limit the data shown here.
First you need to select what type of data you want to report (main section).
Then in some cases you also need to select a sub section that opens under the main section, for example when you have selected Financials, you also need to choose what type of financial data you want to view: Company level, Invoicing, Fees or Employees.
There are several ready-made report templates you can use as a basis for your own reporting needs. Use Full screen mode on top right corner to hide navigation panels and filters and values.
On the right you have the possibility to select the Filters and Values used. Filters help you to narrow down the data and we have pre-selected a few most commonly used filters for each report. You can either use these or remove the defaults by hovering your mouse over a filter so that Clear selected icon appears.
When you have created your report, consider saving it for later use. You can either save it as your own personal report or share it with others using the permission profiles. You can also mark it as favourite. This way you can access it using the Favorite reports button in the top navigation. All saved reports can be accessed through Reports > Report gallery.
When the report can be exported either as XLS or as a CSV file, the icons on top of the search results become active. Not all reports are exportable.
Did you find it helpful? Yes No
Send feedback