My Reports
Any of the following report types that you have access to will appear here.
- Document
- Form
- Project
- Task
- User
- Workflow
- Name Shows the name and description of the report.
- Filter This search box is used to filter through your portfolio of reports.
- Type, Date, Author Filter buttons to refine results.
- Report Actions
- Clone Report: Users with Report Edit permissions or above can now clone a report directly from the Report List. Users that clone a report will become an admin of the newly cloned report
- Edit Report: This allows you to change the data your report draws as well as its name and description and who it is shared with. See more in Creating Reports here.
- Run Report: Click here to run the report
- Favorite: Favorite your most used reports
Next page: Report Types