Running pre-defined reports and dashboards
To run a report that has already been set up:
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Select the Reports or Dashboard tab.
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Select a view that displays a subset of reports or folders:
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Created by Me
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Private Reports/Dashboards
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Public Reports/Dashboards
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All Reports
Or use the folder view to display report folders:
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All Folders
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Created by Me
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Shared with Me
Select All Favorites to display reports/dashboards and folders that you have marked as favorite.
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When you have located the report or dashboard you want to run, select the report name.
Using a report
You can modify the information displayed in a report using the buttons on the page:
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Toggle Chart: toggle a chart on and off
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Chart Properties: adjust the way the chart is displayed, including changing the chart's axis, stacking, or "sliced by" values
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Filters: adjusts settings for the report's filters. Any filters in the report can be changed to include or exclude matching information.
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Search: perform a text search on the displayed report to highlight the text string you have entered.
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Display options: Change the table display options at the bottom of the page.
Using a dashboard
You can:
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Hover over a chart element to display further details.
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Select a dashboard element to open the source report that the dashboard chart is based on.
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Select the Expand button in the top right of a dashboard component to display it in full screen. The full screen view also allows you to download or share the component.
If a dashboard has filters built in, these appear at the top of the dashboard. Select the filter to apply it to all charts on the dashboard.