Public, Private and Favorite reports

Reports are categorized as either Public or Private, and are organized using the tabs at the top of the view. If you are repeatedly running the same reports and you don’t like to search through all the Public or Private reports, you can easily tag one or more reports as Favorites and make them available in My Favorites.   Public Reports – The Public Reports tab contains all the reports that are public to all administrative users who have access to the Reports view. Any private report can be made public by using the Publish button. By default, there are approximately 30 public reports available to all users. Public reports may be restricted from some users if the report's security is adjusted accordingly (see Report Permission).   Private Reports – The Private Reports tab contains your own reports and are not available to any other user. Private reports can be copies of public reports, with or without modifications, or can be new reports created from scratch. Any new report that you create, or any public report that you duplicate, is automatically added to your private reports.   My Favorites – The My Favorites tab contains all the reports that you have tagged as Favorite. You may tag public or private reports as Favorites.

REPORTING   Basics How to run a report Public, private and favorite reports Filters explained Editing - making small changes to an existing report Sneak peak at all the default reports MORE FAQs                        Glossary Operational Questions Creating a report from scratch Report types explained Scheduling a report to run automatically Calculated (custom) columns

From any of these tabs, you can filter the list of reports by Name, Description or Type using the options near the top of the page. You may also sort the Name column by clicking the sort icon above that column.

 

To add a report to My Favorites:

1. Select the report.

2. Click the ellipsis button .

3. Select the Add to favorites option.
   
   

To remove a Favorite:

1. Click the My Favorites tab and select the report.

2. Select the Remove from favorites option from the ellipsis button.

 

To make a public report (publish):

 

1. Select the Private tab.

2. Select the report to publish.

3. Click the ellipsis button and select Publish.
   

• When the report is published, it is moved to the Public tab.

• Publishing a report makes that report available to all administrative users that have the same security group as you, along with all the users assigned to the Administrators security group. To make this Public report available to more security groups, go to Report Permission (Reports > Report Permission).

• To make a report available to time entry users via their reporting tab, see Reports for time entry users.

 

 

To unpublish a report:

 

1. Select the Public tab.

2. Select the report to unpublish.

3. Click the ellipsis button and select Unpublish.
   
   The report is moved to the Private tab.