Searching for a recurring report allows you to find and access all reports published under a single reporting umbrella, giving you an overview of key details such as the report owner and publication frequency.
>>> This article is for Everyone.
FYI - You might know Reports by another name - check out our glossary to find out!
To search for a report:
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Go to the Reporting app from the left-hand side navigation bar
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Stay in the “All reports“ tab
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Click on the search bar in the top right corner of the view
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Enter a search term, e.g., the title of the report or a theme
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Press Enter
A list of relevant results will be displayed.
You can use filters to narrow down your search.
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Click on the “Filters“ button next to the Search bar
The sidebar with filters will appear on the left.
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Select the needed filters
Your search result will be adjusted based on the selected filters.
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Click on the report you want to view
You will be taken to the Overview Page within the Report Container. Here you can review the needed report wave, as well as discover other ones.
To find Reporting Channel Groups and Report Overview Page:
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Go to the Reporting app from the left-hand side navigation bar
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Click on the tabs available to you
These are the Reporting Channel Groups and Reporting Framework that are available to you.
Under the Reporting Channel Groups you can find available Reporting Channels - spaces where reporting data from reporting sources is grouped by topic or theme.
The Overview page provides a visual overview of the various reporting areas where you can find reporting data.
To search from Overview Page of a Reporting Framework:
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Go to the Reporting app from the left-hand side navigation bar
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Go to the Overview Page
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Click on the tiles to search for reports by theme
By clicking on the buttons, you will be taken to different Reporting Channels and Reporting Channel Groups that contain one or more reports or report dashboards for a topic.
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Type in your search query in the Search bar at the top of the page
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Press Enter
You will be directed to a new view displaying the search results, where you can refine your search using filters on the left-hand side.
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Click on any report from the results to view it
To view the Report Overview:
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From within a Report View, click on the Panel icon
in the top right corner of the screen
The panel will open on the left.
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Find and click on the Report Overview section at the top of the panel.
From this view, you will be able to see key information like a general description, the publication frequency, main contact, and the categorizations which tie to the filters in Search.
To view additional Report Waves:
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From within a Report View, click on the Panel icon
The panel will open on the left.
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Find and click on the wave you want to view
The chose wave will load.
Insider Tips:
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Subscribe to any report that is relevant to your work, so you never miss an important update
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Access to recurring reports is only possible if your platform is configured with the Reporting module