The Reports
Quick Links menu in side navigation (shown to the left) provides
easy access to standard and custom reports you use frequently.
Simply click a linked report name, and the report will open in view mode. You can adjust date filters while viewing the report, as well as export the report in Excel (.xls), Acrobat (.pdf), or comma delimited text (.csv) format by using the export links at the top-right of the report.
All standard reports are included in the list by
default. You can add custom reports to the list as you create them.
NOTE: If you delete a custom report for which
you have added a Quick Link the link will be automatically removed from
the list.
To remove a report from the list, click the “x” box to the right of the report name.
To add a report to the list (either a new custom report, or a standard report that you have previously removed), follow the steps below:
Go to the Reports Dashboard by clicking the Reports button in side navigation.
Locate the report you want to add in either the standard reports table or the custom reports table.
Click the Action button associated with the report, then click “Add Quick Link.”
You will now
see the report in the Reports Quick
Links list.
NOTE: If the report name is too long
for the side bar, it will be abbreviated with ellipses. Mouse over
the link to see the full report name
.
Next Section: Standard Reports >