Report manager

Use Report manager to quickly find, customize, and generate the reports you need to support analysis and decision-making. You can organize reports, apply filters, and tailor outputs to match your requirements, all from one location.

Report manager displays both Standard and Ad Hoc reports, so you can work with prebuilt insights or create flexible, customized views based on your goals.

View and organize reports

Open Report manager from Analysis, Report manager to view available reports.

  • Switch between report types from the left panel to focus on a specific category.

  • Mark frequently used reports as favorites to access them faster. Favorited reports appear at the top of the list for quick selection.

  • Open All Favorites to view every saved favorite in one list.

Organizing reports in this way helps you reduce search time and focus on the reports you use most often.

Standard reports

Standard reports provide consistent, preconfigured views that align with established reporting needs.

  • Start with built-in filters that maintain consistent data criteria.

  • Add filters to narrow results and focus on specific data.

  • Preserve the integrity of the original report structure while refining results.

Use Standard reports when you need reliable, repeatable results based on predefined logic.

Note: Only saved searches created with standard filters are available for Standard reports. Saved searches created with advanced search are not supported because they do not align with the report formulas.

Ad Hoc reports

Ad Hoc reports provide full flexibility to design reports based on your requirements.

  • Start with the filters defined in the report template.

  • Modify or replace filters to match your exact criteria.

  • Adjust report design, layout, and data structure.

Use Ad Hoc reports when you need complete control over report content and presentation.

Filters

Filters determine which data appears in your report.

  • For Standard reports, add filters to narrow results without changing the original criteria.

  • For Ad Hoc reports, modify filters to fully customize the dataset.

When you create a report from a saved search, the report reflects the saved search filters. Updates to the saved search automatically update the report.

If you edit and save filters directly in the report, the connection to the saved search is removed. Future saved search updates no longer affect the report.

This behavior allows you to choose between maintaining a dynamic link or creating an independent report.

Search for a report

Use search in Report manager to locate reports quickly. Select a report type from the left panel and enter a keyword or phrase.

Search results include matches in report names and descriptions, which helps you find reports even with partial information.

Edit a report

Edit Ad Hoc reports to refine layout and structure. Find the report, Edit Report, and select Design. Update header and footer, columns, sorting, or page setup. Select Save and close.

To select content, select a section in the left panel to edit all elements within it, then select an item directly in the layout to modify a specific element. Close the designer at any time to discard changes.

Copy a report

Create a copy of an Ad Hoc report to reuse its structure. Find the report, select Copy Report, and enter a name. Select Save.

Copying reports helps you create variations without changing the original.

Generate and download a report

Generate reports to review or share results in multiple formats. Find the report, then select Generate report, or double-click the report. Update the title and subtitles. Review or modify filters. Select the file format:

  • PDF

  • HTML

  • Text

  • Word

  • XLS

Select Download.

Flexible export options allow you to share insights in the format that works best for your workflow.

Delete A Report

Remove reports that you no longer need. Find the report, then select Delete report.

Deleting unused reports keeps your workspace organized and focused.