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  5. Organizing Reports

Organizing Reports

As you build up your list of reports, there are several tools you can use to sort through and find the reports you're looking for.

Favouriting: You can mark a report as a favourite by clicking the star outline next to the report name. A solid star indicates a favourited report. All favourited reports will show in the "Favourites" tab, and favourites are unique to each user.

 Reports favouriting

Searching: Entering the name of your report in the search bar will narrow down your results.

Sorting: Use the headers of the reports list to sort by name, theme, or date, either ascending or descending.

Filtering: Choosing a theme from the dropdown below the search bar will return only reports with the theme of choice.

All these tools can be used in combination with each other to find the report you need.

 Reports favourite filtering