Central reports
Advanced reports can be saved in the cloud, allowing users with the Admin Role to access them from anywhere
How to Save the Reports in cloud
- Go to Reports.
- Select Advanced Reporting.
- Select Report Generation.
- Select the Pre-sets.
- Select the checkbox “Synchronize with Cloud” and enter a name for the report.
- Select the Date Range.
- Select Save Report.
- Find the location to save the report.
- The Rational Reasons Report window will open—select reasons if needed.
- Click Save.
- A message box will appear showing “Report uploaded successfully!”.
How to Download Central Reports
Only users with the Admin Role can Download Central Reports
- Go to Reports.
- Select Advanced Reporting.
- Find Central Report.
- Select User and Group.
- Select a Date or Date Range.
- Click Search.
- The advanced reports will be listed.
- Select the reports that need to be downloaded.
- Click Save Report.
