UPDATED Reports Page Phase 2 FAQs
Quick guide to the updates made to the Reports page on May 30, 2024
Written by Jess Hamilton
Updated at July 27th, 2024
Table of Contents
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The Reports page received a second round of enhancements on May 30, 2024. Here's what's new:
- Sleek new look and feel to the Get Report page and the Report Scheduler
- Shortcuts to edit, schedule, and email custom reports
- Simplified report scheduler
- Options to hide or rename report categories
As a reminder, in our first round of Reports page updates on May 14 we debuted an enhanced Reports page look and feel, shortcuts for searching and favoriting reports, and a simplified custom report builder.
Upcoming updates will include custom report previews and expanded functionality for standard reports. Stay tuned!
FAQs
What does the new Get Report page look like?
The Get Report page has the same functionality you are used to but has been streamlined to make it easier to select parameters and run the report.
What new shortcuts are available on the Reports page?
Each report will now have a three-dot menu at the far right. Click the three dots to open a list of available shortcuts for that report.
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Info: Hover over this option to see the report Description***
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Edit: Open the custom report builder to make updates (access required)
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Email Report: Run and email the report to specific email addresses or user roles
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Schedule Report: Set the report to run automatically at a designated frequency***
- Delete: Delete the custom report (access required)
***These shortcuts are only available for Custom Reports at this time but will be added to Standard Reports very soon!
How do I schedule a report?
There are two ways to open the report scheduler:
- Click the Schedule button at the top right of the screen
- Click the three dots next to a report and select the Schedule shortcut
The Report Scheduler has a new look and feel but functions the same as the legacy version. You will notice now that the grid contains more helpful information at a glance!
Editing or adding a scheduled report will also look a little different, but will function exactly the same as before.
How do I hide, unhide, or edit report categories?
There are two ways to access the hide, unhide, and edit functions:
- Hover over the report category name in the menu on the left
- Open the report category and click the icons at the top right
Tip: Looking for hidden categories? Click the toggle for “Show Hidden Section” at the bottom of the category list.
