Summary
Learn how the Reports screen centralises all available reports in one place and how it differs from accessing reports in their original screens.
This article covers:
About the reports screen
All reports are now available in the new Reports screen. This screen centralises reporting, allowing users to access all report types from a single location.
The Reports screen is located in the left-side menu above More.
Whiteboard or legacy reports that were previously located under More > Reports can now be accessed from the Reports screen.
- Go to: Reports > View Legacy Reports
How reports behave differently
Reports accessed from the Reports screen follow a slightly different process compared to accessing them from their original screens.
For example, the Contact Call List report:
- In the Contacts screen, filters are applied first, then the report is selected
- In the Reports screen, the report is selected first by choosing Contact Reports > Contact Call List > View Report
- You are then given the option to use a saved filter or build a new one
- Saved filters are pulled from the Contacts screen and can be selected directly
- The Build option returns you to the Contacts screen to create filters
- Once filters are applied, select the contacts and click View Report to generate the report
Articles in this section
- Generate and send online vendor reports
- Generate appraisal reports
- Generate contact reports
- Generate Lead flow reports
- Generate vendor reports
- Manage QR code check-ins and contact tracing report
- Manage report subscriptions
- Understand and view consultant or staff reports
- Understand different reports in Box+Dice
- Understand management reports