The Reports workspace lists all the ad hoc reports you have access to, and all the dashboards that you created. Use this workspace to view, add, edit, or delete reports and dashboards.
The Reports workspace consists of the My Reports, All Reports, My Dashboards, and All Dashboards tabs:
- The My Reports tab displays the reports that you created
The All Reports tab displays all the reports that you can view, including those shared by other users.
- Report templates display reports that can be run in All Reports. You cannot edit or delete them but you can run or clone them.
- Use predefined filters in the My Reports and All Reports tabs, to view reports associated with specific subject areas.
- The My Dashboards tab displays the dashboards that you created.
The All Dashboards tab displays all the dashboards that you can view, including those shared by other users.
- Dashboard templates are also available from All Dashboards.
- You can clone dashboard templates to create new dashboards.
- Dashboard templates can only reference report templates by name. That means dashboard templates cannot reference reports that you create on your own without using templates.
Use the text search field to search for items using the full item name or a part of the item name.
Use filter chips to add search criteria or fields in combination with an existing filter.
- You can filter by created date, description, and last edited date.
- The search area includes predefined filters, text search field, and filter chips, which enable you to locate specific items.
- You can use these filters to find specific items within the My Reports, All Reports, My Dashboards, and All Dashboards tabs.
- To show or hide filter chips, add filter chips, or reset filters, click the Filter options button
beside the text search field.
The data tables display a list of reports or dashboards that match your filter criteria.
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