BI Tool Report Listing

The Report Listing is the list on the left of the screen (shaded light blue) and is divided into Public Reports and My Reports. Reports are further organized into Folders. For example, under My Reports, the folders listed are Operations, Claims, Sales, etc. Under Public Reports in XX, the Sales folder is expanded and has the Sales Leads MM report and the Commission Paid report listed.

Collapse the Report Listing by clicking  in the header. To reveal the Report Listing, click the  icon again.

Figure 12: Report Listing

Clicking the “+” to the right of each menu option will display the reports/dashboards to choose from, as well as sub-folders that will drill down into other related reports. Click “-“ to collapse the report category.

Public Reports is divided into Dashboards and then those report categories for which there are reports (Customer Service, Sales, and Claims are shown in the example in Figure 12). The ability to view a report, though public, is determined by the user’s permissions set in Administration. Public Reports is viewable by all users with permissions for those type of reports.

My Reports is a private folder for the user which is logged in. Reports listed under My Reports are not viewable to others.

The Default report is the report that has been set to show when the user logs in. Each user sets their own default report. If a default report is not set, the report shown is the report that was open when the user logged off.