Getting Started with Advanced Reporting

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This guide helps a new user start with Advanced Reporting quickly and correctly.

Before you start

  • You must be able to open Main > Analytics > Reports .
  • Feature access is controlled by permissions and item-level sharing.

Permissions used in Advanced Reporting

  • View Reports : Open reports/dashboards and run views.
  • Create Reports : Create folders, reports, dashboards.
  • Edit Reports : Edit existing assets where item access allows.
  • Delete Reports : Delete reports/dashboards/folders where manage access exists.
  • Export Reports : Export report output.

Two working scopes

  • My Folders : Your owned/managed library (root: My Custom Reports ).
  • Shared With Me : Library shared to you by others (view/edit based on share).

Core object model

  • Folder : Container for reports and dashboards. Can have subfolders.
  • Report : Query + fields + filters + visual logic.
  • Dashboard : Board of report cards/widgets with layout + common filters.

Create your first assets

  1. Open Main > Analytics > Reports .
  2. Click Add and create a folder (optional but recommended).
  3. Click Add > Report , then define source, fields, filters, and visuals.
  4. Save the report.
  5. Click Add > Dashboard , add your report(s), configure layout, then save.

How access states appear

  • View only : You can run/open but not edit.
  • Edit : You can modify structure and settings.
  • Manage : You can perform management actions like move/delete where applicable.
  • Private indicator : Some reports show private status and require explicit share.

If you cannot open an item

  • Use the in-app access request flow (View or Edit request).
  • Add an optional note so the owner/reviewer can approve faster.

Next step: Continue with Report Creator (Advanced Reports).