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Oath Inc.

2 Manage Reports Page Components

Navigation

The Manage Reports page allows you to browse, search, sort and arrange reports.
Login to Analytics Reports or navigate in the header bar to Reports to display the Manage Reports page.

Optionally, switch to My Reports tab to show only reports which you have created.

Notes:

  • The reports displayed in the Manage Reports page depend on your Company's Content Visibility, Role permissions, and User.
  • You will only be able to see and access reports that are either publicly available, shared specifically with your company or created by your user.
  • A direct click on the report name in the report list opens the run report page. To generate a report, see 4 Run Reports Page Components and 1 How to Run a Report.

Manage Reports Page Components.jpg

Filter & Refine Section

No. Section Description
1 Saved Filters

Allows to re-use previously saved filters, see Save Selection.

2 Search

Filters your reports either by Report Name and/or by name of report owner with Created By.

3 Report Type filters

Filters down the report list to find a specific report by using predefined Report Type filters:

  • All reports: Shows all reports which you have permissions to access, including reports which you have created.
  • Standard reports: Shows reports which were made by our product managers for all customers. You will not be able to edit these reports, but you can run them.  We hope they provide a good starting point to see what reports can do and to surface important data for you out-of-the-box.
    For details, see 1 How to Create a Standard Report
  • Favorite Reports: Shows reports which you have "starred" as reports for your quick reference. To mark reports as your personal favorites, toggle the star icon on/off. 
  • Custom Reports: Shows reports which you have created. For details, see 2 How to Create a Custom Report (Report Designer).
    Note: By default, only you and super administrators can see reports you created. If you like your colleagues to see and use the your reports, use the Share with others option, when creating a report.
  • Archive: Shows reports which you or other users have archived. For details, see 4 How to Archive/Unarchive a Report.
4 Date range filters

Filters down the report list by using time ranges to find a specific report by Date Created:

  • All
  • Last 7 Days
  • Last 30 Days
  • Custom: Allows to set a custom Start Date and End Date.
5 Save Selection button

Allows you to save your filter selection for future re-use under Saved Filters.

Use Saved Filters.jpg

Manage Reports Section

No. Section Description
6 Create New Report button

Opens the Design Reports page, which allows you to create a new report. For details, see 3 Design Reports Page Components (Report Designer).

Optionally, switch directly to the Create Report tab.

7 Report List

Displays the list of reports available to your user. The sort results options allows you to set the order of the reports according to the top row elements.

Optionally, you can highlight a report as your personal favorite. Click on the element you want to sort by, then use the arrow button on the right of an element to set the sorting order as either ascending or descending or to cancel sorting.

  • Star: Marks a report as your personal favorite and adds it to the list of your Favorite Reports. You can star each report separately or star all of your search results.
    Star Favorite Reports.jpg
  • Report Name
  • Description
  • Created by (Report owner)
  • Scheduling: Shows if a report is enabled for a push on a regular cadence (daily, weekly, etc.) to a set of emails, FTP location, and/or S3 location. Note: You can always download data from the Analytics Reports user interface. Scheduled reporting should only be used if you need to receive data consistently pushed to email / FTP / S3.
    • Schedule Report - Active icon.jpg: If a report has scheduling enabled and that report is active, you will see a green check mark.  The date listed, is the expiration date of the report.

    • If the report is not scheduled, you will see a grey icon.

  • Created on (Date of report creation)
8 Report managing actions

Allows you to apply a variety of management actions to each of the reports separately. Clicking the blue hamburger icon will open a drop-down menu. Available options:

  • Open: Allows you to open the selected report for further running it.
  • Edit: Allows you to access the selected report and modify its details in the report create page.
  • Duplicate: Allows you to copy the report and create it as a new report in the report create page.
  • Archive: Allows you to archive the selected report and restore it later on if required.
  • Unarchive: Allows you to unarchive the selected report.
  • Remove: Allows you to permanently remove the selected report from the Portal.

Notes:

  • If it's a report that you personally created, all 4 options are available.
  • If it's someone else's report, you may only be able to Open or Duplicate the report.