ITarian

Manage Reports

Customer Relationship Management (CRM) allows you to perform additional operations on the selected reports such as delete, move report to a folder and so on.

Delete a report

• Select the report you want to remove

OR

• Place your mouse cursor on the report and click the 'Delete' icon beside it

• Select 'Delete' > 'Actions'

Add a new Folder

By default, reports are stored in different categories. You can create folders to store the frequently used reports in a common folder for easy access.

• Click 'All' > 'Analytics' > 'Reports'

• Click 'Add Folder'

• Enter the folder name and the folder description.

• Click 'Save'

Move a report

It is a good practice to keep your reports in folders that reflects their function and audience.

To do that,

• Select a report you want to move

• Select the folder and click 'Save' in the 'Move Reports' dialog

Edit a report

• Select a report to edit and change data the save your changes

OR

• Select the report and place your mouse cursor on the report name

• Click the 'Edit' icon

You will be prompted to go through steps to edit the report.

• To clone the current report record, select the report and click 'Duplicate' button

• Change a name of the report, go through the required steps and click 'Generate Report'.