To view the reports in “Dashboards and Reports” module, the user must either have a “Reporting Access Role” or “Manager Role” within Predict360. Please follow the below pictorial representation along with each step or simply click on the video link:
Video Link: https://player.vimeo.com/video/353011261
- Go to “Dashboards and Reports” and then click “Reports”.
- There are two types of categories lying under “Reports”:
- Global Category: In “Global Category”, you can view all the standard reports.
- Local Category: In “Local Category”, you can view all the custom reports created by any user.
- You can pull in additional filters into the standard report based on your requirement by applying the “Filter” and then click “Update Result”.
- Reports can be exported into multiple formats.