My Reports

Any of the following report types that you have access to will appear here.

  • Document
  • Form
  • Project
  • Task
  • User
  • Workflow


  1. Name Shows the name and description of the report.
  2. Filter This search box is used to filter through your portfolio of reports.
  3. Type, Date, Author Filter buttons to refine results.
  4. Report Actions
  • 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.
  • 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
  • Run Report: Click here to run the report
  • Favourite: Favourite your most used reports