🛠️ New Report Pages Functions – Quick Guide

Here’s a rundown of the helpful tools and features built into the new reports pages:

📥 1. Export Data

• All data tables can be downloaded.

• Look for the three dots menu (⋮) in the top right corner of each table.

• Select “Export” to download the tables’ contents.

ℹ️ 2. Info Icons

• "i" icons appear throughout the pages.

• Hover over or click them to see extra context or explanations—perfect for understanding unfamiliar terms or figures.

⬆️⬇️ 3. New Sorting Tools

• Sorting is more powerful than ever.

• Use the three-dot box menu on column headers and select “Sort” for different options.

• Note: Sorting behavior may vary slightly between pages based on report types or tables’ structures.

🔍 4. What “No Data” Means

• If a table displays “No Data” after filtering, it means your filters are too narrow.

• Adjust your filters to expand the results.

♻️ 5. Resetting Filters

• To fully reset the pages, click “Reset” in the bottom right corner.

• To clear filters in the report, click “Clear Filters” in the top right corner.

🖱️ 6. Click-to-Filter Functionality

• In several areas, simply clicking a line, bar, or chart element will automatically apply a filter.

• If you're exploring, go ahead and click around—bar graphs and charts are interactive and often filterable with just one click.

📌 7. Bookmarking

• Bookmark your filters/layouts and return to the same setups later.

  • Make your desired selections
  • Click ribbon icon  in the bottom right corner.
  • Then click "Save as new bookmark."
  • Select a name for the report and "save."

⏳ Coming Soon: Report Sharing

• Soon you’ll be able to:

  • Share your customized report views with others for better collaboration.