This section explains the full Advanced Reporting & Dashboards experience for end users and admins.
What you can do
- Create your own reports from approved data sources.
- Build dashboards from one or many saved reports.
- Organize reports and dashboards in folders with nested structure.
- Share folders, reports, and dashboards with users or groups.
- Request access when you are blocked from a private or restricted asset.
- Move, clone, rename, and delete reporting assets based on your permissions.
- Export report output to XLSX or CSV.
How the module is structured
- Folder: Organizes reports and dashboards. Can be shared.
- Report: Defines data source, fields, formulas, filters, sort/grouping, and visual settings.
- Dashboard: Combines saved reports into cards/widgets with layout and common filters.
Navigation
- Go to
Main > Analytics > Reports. - Use My Folders for assets you own/manage.
- Use Shared With Me for assets shared to you.
Recommended first-time flow
- Create a folder for your team or use case.
- Create and save a report in that folder.
- Create a dashboard and add one or more saved reports.
- Apply sharing to the folder or specific assets.
- Run and validate in view mode before broad rollout.