Reports / Dashboards tab and menu

When you click on the Reports tab, by default, you will see a list of reports recently opened. In the left panel, you will find a menu with the following items:

• Created by Me
• Private Reports
• Public Reports
• All Reports

The following folders are present in the FOLDERS subsection:

• Created by Me
• Shared with Me
• All Folders

If you have the permission to create report, you will see the New Report button at the top-right corner of this page.

To run a report, just click on the report name, and it will open the report. The report generated is live data pulled from your organization.

In the main panel, there are few columns--REPORT NAME, DESCRIPTION, FOLDER, LAST MODIFIED BY, and SUBSCRIBED--and an arrow to perform a list of actions for the report. We will discuss most of these items in the next few chapters of this book.

The same is applicable for dashboard when you click on the Dashboards tab. You'll find the columns DASHBOARD NAME, DESCRIPTION, FOLDER, and LAST MODIFIED BY in the main panel.