This article provides information about the Reports module and summarizes the key functionalities that can be performed from the Reports screen such as add, view, schedule, run a report, etc.
TABLE OF CONTENTS
Overview
The Reports module has four tabs: All, Favourite, Customer/Partner, and Schedule & Subscribers. This screen allows an authorized user to perform the following activities:
- Create a report
- View a report
- Edit a report
- Run a report
- Schedule a report
- Manage subscriber, etc.
All tabs in the Reports screen are provided with a specific purpose as summarized below:
- All tab allows to view and run all standard and custom reports.
- Favourite tab allows to view and run the standard reports.
- Customer/Partner tab allows to create, view, and delete the customer/partner reports.
- Schedule & Subscribers tab allows to create, edit, delete a schedule, and manage subscribers.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article