The All Reports Page provides a full-screen experience and navigation for all of the reports you have access to. This report library allows you to dynamically search for reports by name or tag matches, filter by type or visualization, discover which dashboard(s) a report lives on and see who last modified a report. Admins can also create new reports and copy and edit existing reports. This page makes it easy to find your desired report, then click on the report name to run the report to filter and inspect your data.

Check out our All Reports Page video.

Click here or on Reports in the main navigation on the left of your screen to open the All Reports Page.

Jump to:

New Report (Admin Only)

Search

Filter by

Columns

Actions

Sorting

View Dashboard(s)

All Reports Page

New Report (Admin Only)

Admins can click New Report to open the report creation workflow that begins with a list of available report templates, click here to learn more about creating reports.

Search

You can type into the search bar to find your desired report; the search will look for words associated with existing reports (that you have access to) and narrow down the list accordingly.

Filter by

You can also filter by report type, visualization or select from available tags

• Type:

  • All Reports: all available reports

  • Report Templates: all global report templates

  • Custom Reports: all reports customized or created in your org

  • Starred Reports: reports that have been added to your favorites list, to add/remove a report from the starred reports list, simply click on the star next to the report (a filled start is a favorite, an empty star is not)

     

• Visualization: All available visualizations (eg. Bar Chart, Headline, Funnel, Progression, etc.)

   

• Tags: you can narrow your search by typing in a tag name, using type ahead to produce a list of tags, or simply select from the list of available tags

Columns

The All Reports page will display report details, some of which are only available to admin.

• Report Name: will display report names that match your search (only those you have access to)

   

• Tags: all tags associated with the listed report

   

• Last Modified By: will show who last modified the listed report

Actions

• ⊕ Add to a Dashboard: click the + to add the selected report to a dashboard

   

• 📑 Copy (Admin Only): click the copy icon to make a copy of the selected report (this is a great tool when you need to make a new report that's similar to another without having to start from scratch)

   

• ✏️ Edit (Admin Only): click the pencil icon to open the report editor

   

  

Sorting

You can click on the up/down arrows next to the Report Name and Last Modified column titles to sort the report list by name or last modified by.

View Dashboard(s)

Click on the Dashboard Info icon to view which, if any, dashboards a report is being used on. If a report is being used on one or more dashboards, a list will populate; you can click on the open in new tab icon to open a particular dashboard in a new tab. If the report is not currently used on a dashboard, a window will populate that says "This report is not currently in use on any Dashboards".

If you run into any issues please contact support.