Navigating Reporting and Analytics

Explore the dashboard layout and report features.

Home Page

My Reports is your home page in Reporting and Analytics.

Dashboard

Elements on the dashboard are called out by number in the table and correspond to the image. These elements are anchored and appear on every page within Reporting and Analytics.

Callout Number Element What It’s Used For

1

Side navigation menu

Navigate between reports, administration features, and portlets.

2

Help

Hover over or click the icon wherever it appears to find out more information.

3

Your menu

View profile or sign out.

4

Reports navigation

Access report features.

This image shows a screenshot of the dashboard home page. Elements are called out by number including navigation menu, help, preferences, and the menu bar.

Reports

All available reports are housed in the Reporting and Analytics Library tab and you can create new reports in the Builder tab. You can easily access the reports that are most useful to you in the My Reports tab.

Features in reports are called out by number in the table and correspond to the images.

Callout Number Element What It’s Used For

1

Toolbar

Edit parameters, show or hide report parameters, auto run reports, favorite reports, add reports to My Reports, download reports, and print reports. The toolbar appears on all reports.

2

Report component

View and interact with report components which include tables and charts. Hover over charts and more details will appear. Your permissions determine which report components are visible.

3

Smart cell selection

Select column headers for certain reports with smart cell options.

4

Drill-downs

Hyperlinked entries drill down to more detailed reports.

This image shows a screenshot of a report. Elements are called out by number including the toolbar and a report component.

This image shows a screenshot of a report. Elements are called out by number including the manage columns button and clickable entries in the report.