https://support.tethr.com/hc/en-us/categories/115001620628-Reports Reports
https://support.tethr.com/hc/en-us/sections/115002930628-Reporting-Overview Reporting Overview

What are reports?

New feature: content organization, collaboration and filtering

This article describes a new feature that may not be available to all users. If you don't see this feature and want to learn more, please contact your Tethr admin.
Section only

Overview:

Reports is the place where you can reference a list of saved reports, create a new report, or view the details of an individual report.


Benefits of using Reports:

  • Easily save your Search & browse results into an individual report so you don’t need to manually execute the each day.
  • Share your report with other Tethr users for collaboration and visibility to call activity over time.
  • Quickly add a single report to multiple
    dashboards
    . No need to manage multiple copies.
  • Manage all your saved and shared reports on one page.

Elements of the My reports page:

what-are-reports.png

  1. Folder drawer: allows you to quickly navigate to a folder.
  2. Actions: provides a menu of additional report options, including renaming the report, identify which dashboards a report is on, and deleting the report. You can only delete reports owned by you.
  3. New report: allows you to create a new report.
  4. Search: allows you to quickly search the report titles in the list.
  5. Filters: allows you to filter the report list with reports you own or have been shared with you.
  6. Sorting report: allows you to easily sort the reports by name or last modified.
  7. Report name: allows you to view an individual report. If the title has the 'shared' icon (SharedIcon.png), it is a shared report.
  8. Report owner: shows who owns the report. You will have more available actions for reports owned by you.
  9. Last modified: displays the date when changes were made to the individual report (for example, adding to a dashboard, sharing a report with others, etc.). It does not reflect when new calls are added to the report.
  10. On/in: shows where else you will find this report. Click on a number to see a list of dashboards or folders containing the report.

What's next?


Articles in this section