Navigating the Historical Reporting Home Page
This tutorial introduces each section of Historical Reporting page.
To access Historical Reporting go to Reporting > Historical Reporting.
On the Historical Reporting home page, you can find Analysis, the Author Dashboard, Author Report, and the Schedule Manager. Using these, you can create a custom report using visualizations, text, links, and images and then schedule the report to be sent through email.
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| Object | Description | |
|---|---|---|
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Menu |
 Home ( )
The home page opens when you go to Advanced reports at Reporting > Historical Reporting. Use Home to navigate back to this page. Analysis ( )
Create an Analysis to configure and visualize the data you want to use in reports and dashboards.
Author Dashboard ( )
Use Author Dashboards to create Visualizations (charts, tables, or KPI widgets) to add to dashboards. You can schedule a dashboard to be emailed to designated recipients once or on a regular basis. By default, dashboards are sent in PDF format. Author Report ( )
After creating an Analysis, use Author Report to design the look and feel of the report. Place visuals and other content into a customized layout for browsing, exporting as PDF, and scheduling for email distribution.
Schedule Manager ( )
After configuring a report schedule, use the Schedule Manger to view a list of all your scheduled items, modify schedules, view last and next runs, and see each item's delivery status. |
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Search | Search for a report, analysis, or dashboard by entering the name in the search box. The list shows the reports or dashboards that match your search term. |
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Folders |
Use Folders to manage and organize your analyses, dashboards, and reports. You can share folders with other users in your tenant. By default, folders are listed in the order that you add them. You can create folders within folders, rename folders, or move them into other folders. My Items
The folder where all your custom reports, dashboards, and analyses are saved by default. This is a top-level folder. You can create subfolders within this folder. Shared with Me
The folder where any custom reports, dashboards, or analyses that another user in your tenant shares with you are saved by default. This is a top-level folder. You cannot create sub-folders within this folder; however, if another user shares a folder with you, it becomes a subfolder of the Shared with Me folder. You can drag and drop items in this folder into your My Items folder or any subfolders in My Items. |
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Title |
The name of the Analysis ( |
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Saved |
Displays the date and time the Analysis ( |
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Scheduled | You can schedule a custom analysis, report, or dashboard to be emailed to designated recipients once or on a regular basis. The clock icon turns green ( ) to indicate that the analysis, report, or dashboard has a schedule associated with it. |
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Shared |
After you save a report , dashboard, or analysis, you can share it with other individual users in your tenant or with entire tenants. You can either share the item individually or share a folder that contains many reports or dashboards. If an item is shared, the share icon next to it in the list is green ( |
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Remove | You can remove reports, analysis, and dashboards by clicking Delete ( ) next to the item you're deleting. |
) or Dashboard (
) or Custom Report (
).
). If it isn't shared, it is gray (
).
