Reports

What is a Report

Reports provide a powerful, customizable way to view and manage selected applications and their related content in a tabular format. With an organized and user-friendly layout, Reports streamline access to critical information, making it easier to reference, track, and manage application data. Fully adaptable to your needs, Reports enable you to focus on what matters most.

How to Create a Report

• Navigate to the Reports section in the navbar

• Click the Add Report button to start creating a report

Step 1: Report Info

Fill out the basic report details on the first tab:

• Report Name - Give your report a descriptive name (required)
• Visibility - Choose between Org Visible or Private using the toggle buttons
• Description - Describe the purpose of your report (required)

Click Next to proceed to application selection.

Step 2: App Selection

Select which applications to include in your report:

• Add All Apps - Include every application in your organization
• App Groups - Dynamically include apps based on filter criteria (choices and tree choices content types)
• Individual Apps - Search and select specific applications using the plus button

Click Next to proceed to content selection, or Back to return to Report Info.

Step 3: Content Selection

Select what content to display for your applications:

• Add All Content - Include every content type
• Content Groups - Dynamically include content based on sections
• Individual Content - Search and select specific content types

Click Create (or Submit when editing) to save your report.

Org Visible vs Private Reports

Every user can create Private reports to track and manage content tailored to their needs. Private reports are only visible to the report owner and any editors they add.

Organization Admins or Managers can create Org Visible reports, accessible to everyone in the organization. These reports provide curated views that support organizational goals and enhance collaboration.

Changing Visibility

Report owners can toggle visibility in two places:

• Reports listing page - Click the visibility badge next to your report to toggle between Private and Org Visible
• Report detail page - Use the Org Visible / Private toggle buttons next to the report title

Non-owners see a read-only badge indicating the report's visibility status.

How to Edit a Report

Editing Report Configuration

Click the settings gear icon at the top right of the report to modify which applications and content types are included.

Inline Metadata Editing

Click the Edit button (pencil icon) at the top of the report to enable inline editing mode. When active, the button displays "Editing" with an orange background. Click a row in the data grid to edit the metadata for that application directly within the report.

Click the button again to return to read-only mode.

How to Add Report Editors

Report owners can add editors and transfer ownership:

1. Click the Add Editors button on the report detail page
2. Use the search dropdown to find and select users from your organization
3. Click Add to grant them editor access

Managing Editors

In the editors modal, the report owner can:

• Remove an editor from the report
• Transfer Ownership to an editor, making them the new report owner

App Groups and Content Groups

App and Content Groups are dynamic, which means if you include an App Group in your Report and that group's criteria changes, your Report will update automatically.

• App Groups are based on content types set as filters (choices and tree choices)
• Content Groups are based on sections

Exporting Reports

Click the download icon at the top of the report to export the current report data as a CSV file. The export includes all visible applications and their content as displayed in the report grid.