Navigating the New Reporting Dashboard

The Reporting Dashboard is your central hub for creating, managing, and running reports. It provides a clear view of all your reports and quick access to key actions.

Accessing the Reporting Dashboard

To access the dashboard:

Navigate to Reports from the left-hand menu
You’ll land on the main Reporting Dashboard

Understanding the Reports Page Layout

The dashboard displays your reports in a table format, making it easy to scan and take action.

Table Columns

Each report includes the following details:

Report Name → The name of your saved report
Created On → When the report was originally created
Last Run → The most recent time the report was executed
Status → Current state of the report (e.g., ready, processing)
Actions → Available options for managing the report

Available Actions

Depending on the report, you may see:

Download → Download the most recent report output
Re-Run → Generate the report again with current data
Edit → Modify the report (owner only)
Clone → Duplicate the report to create a new version
Delete → Remove the report

Reports (beta) vs Legacy Reports

The dashboard is divided into two tabs:

Reports (beta)

Contains all reports created using the new reporting tool
Fully editable (by the report owner)
Supports advanced filters, field selection, and sharing

Legacy Reports

Contains reports created in the previous reporting system
Run-only access (no editing or updates)
Best used for reference or during transition to the new system

Tips for Using the Dashboard

Use Last Run to quickly identify recently used reports
Clone reports to avoid rebuilding from scratch
Move away from legacy reports to access full functionality
Re-run reports to ensure data is up to date before downloading

What’s Next?

From the dashboard, you can:

Create a new report
Edit existing reports
Run and export data

To get started, check out:
How to Create a Report