The Reports page collects all of your reports, and presents them in one central place. Clicking on the Reports menu item will show you all of the reports (to which you have access) across your entire company. Alternatively, selecting on one of the drop down options, the reports for just a single form-type can be shown.

The Reports page is split into three main areas - Filters, Control Buttons, and a Data Table.

Filters

The filters section is hidden by default, but can be expanded by clicking on the 'Filters' link. This will expand the various filters which can be used to refine which reports are displayed on the data table.

Actions

Depending on your company set-up, and your own individual user role, you may see a dropdown menu of Actions above the data table.

These allow you to perform certain actions on your reports:

Assignment Controls
  • Assign
  • Unassign
Approvals Controls
  • Review
  • Approve
  • Reject
Report Controls
  • Delete

Data Table

The data table presents the list of reports. The reports can be sorted by clicking on the headings on the top of the table.

To view an individual report in more detail, click on any green text.

Excel Export

In addition to the three main areas of the reports page, there is also an Excel icon in the top right hand corner of the data table.

Clicking on this icon will generate an Excel file (well, a .csv file to be exact) of reports, as you've got them filtered on the page.