New Reporting Landing Page

Overview

The updated reporting landing page provides a streamlined, visually modern experience that makes it easier for users to find, access, and manage their reports. Key improvements include the ability to favorite reports, view recently accessed reports, and take quick actions like editing, downloading, and sharing directly from the landing page. These enhancements are designed to reduce time spent searching and help users get to insights faster.

Accessing and Using the New Reporting Landing Page

Description

The new reporting landing page serves as the central hub where users can view, organize, and interact with all their reports. With enhanced navigation, updated visuals, and built-in tools, it simplifies the process of managing reports.

Step-by-Step Instructions:

1. Access the Reporting Page

   1. Log in to the platform.

   2. Navigate to the “Reports” section from the main menu.

2. View Report Listings

   1. The landing page will display all available reports in a visually updated grid layout.

   2. Use the Search Bar at the top to locate specific reports by name or keyword.

3. Use Favorites for Easy Access

   1. Click the star icon next to any report to mark it as a favorite.

   2. Favorited reports will appear in a separate section for quick access whenever you return to the page.

4. Access Recently Viewed Reports

   1. At the top of the page, view your Recently Viewed reports.

   2. This section shows reports you’ve recently opened, allowing you to quickly return to them.

5. Take Actions on Reports

   1. From the main grid, hover over or click a report to access options:

      1. Edit Details – Modify the report name or description.

      2. Download – Export the report to your device.

      3. Share – Distribute the report with other users in your workspace.

      4. Delete – Permanently remove a report you no longer need.

6. Explore Built-In Templates

   1. Scroll to the “Built-In Templates” section to view a curated list of ready-made reports.

   2. These templates can be used as-is or customized to suit your reporting needs.

Note:

1. Favoriting and recently viewed features help you prioritize and return to key reports faster.

2. The enhanced layout aligns with the rest of the platform for a seamless experience.

Using Built-In Templates and Managing Reports Efficiently

Description

Beyond managing your own reports, the reporting page offers access to built-in templates and better tools for organization and collaboration. These features are particularly helpful for users looking to save time and adopt reporting best practices.

Step-by-Step Instructions:

1. Locate Built-In Templates

   1. Navigate to the lower section of the reporting page.

   2. View the available list of default templates categorized by use case.

2. Use or Customize a Template

   1. Click on a template to open it.

   2. Choose to use it as-is or make edits before saving it to your reports.

3. Organize Your Workspace

   1. Use the visual grid and sorting options (e.g., by date modified, name) to organize your reports.

   2. Regularly update or remove reports to keep your workspace clean and relevant.

4. Collaborate Efficiently

   1. Use the Share option to send reports to colleagues or collaborators.

   2. Shared reports will retain any customizations and can be accessed by others in the workspace.

Note:

• Built-in templates are a great starting point if you’re unsure how to build a report.

• Use the platform’s organizing tools (favorites, recently viewed, sorting) to manage reports more efficiently and avoid clutter.

Conclusion

This enhanced reporting experience is designed to improve user productivity, simplify report management, and deliver faster insights through better navigation and accessibility.