Reports

How do you create a new report?
A new report is created by clicking on the 'Create a New Report’ button. The button is outlined in red below. The option to create a new report is...
Mon, 11 Apr, 2022 at 8:57 AM
How do you open/edit an existing report?
An existing report can be opened from either the ‘Dashboard’ page or the 'Reports’ page by clicking on the title of the report.   Alternatively,...
Thu, 9 Sep, 2021 at 5:00 PM
How do you create a template from a report?
A template can be created from a report by clicking on the ‘Create Template from this Report’ button. The ‘Create Template from this Report’ button is outl...
Tue, 5 Apr, 2022 at 11:55 AM
How do you delete a report?
A report can be deleted by clicking on the ‘Delete Report’ button. The ‘Delete Report' button is outlined in red below. The ‘Delete Report’ option...
Thu, 7 Apr, 2022 at 2:23 PM
How do you reassign a report to another user?
An 'In Progress' report can be reassigned by clicking on the ‘Reassign this Report’ button. The ‘Reassign this Report' button is outlin...
Thu, 7 Apr, 2022 at 2:36 PM
How do you search for a report?
Within the ‘Reports’ page there is a search option located above the reports table. This is outlined in red below. A report can be located by typing th...
Thu, 7 Apr, 2022 at 2:44 PM
How do you rename a report?
A report can be renamed by hovering the mouse over the name of the report; this will prompt a ‘Rename’ button to appear to the right of the report title. ...
Thu, 7 Apr, 2022 at 2:50 PM