Opening and running reports
From the Insights module select Reports.
You’ll then see a table on the Standard tab, see below, listing the default reports along with a brief description of what they cover. The Custom tab lists any saved reports.
If you hover over a row, the three dots icon appears. If you click this you’ll see the following options:
- View Report
- Rename Report
- Set Default Layout
- Delete report.
To open a report, select View Report. You can also open it by clicking its name.
In this example we’ve selected RFI Sent. This automatically creates the report using the its default filter settings.
Using the filters on the left you can change the data used in the report. In this example, these are Date Range and Status.
When you do this, you have to press Apply to re-generate the report and see the updated data.