Navigating the Report Studio Home Page
The Report Studio Home Page is where you'll find all your saved custom reports, along with ClickTime's standard reports (with more being added regularly!).
Finding Reports Quickly:
- Search: If you have many reports, use the search bar at the top of the page to quickly find a specific report by its name or description.
- Sorting: You can organize your reports by clicking the column headers to sort the report tiles in ascending or descending order by:
- Owner
- Report Title
- Date Last Updated
Understanding Report Tiles:
Each report is displayed as a tile showing the Report Name and the Owner. Clicking More Info on a tile reveals additional options:
- Rename: Change the main title of the report (this is the overall report name, separate from any titles within individual visualizations).
- Description: Add or view a brief description of the report's purpose.
- Details: See when the report was created, who owns it, when it was last edited, and the last time it synced with your ClickTime data.
- Shortcuts: Quickly access common actions:
- View: Open and view the report.
- Edit: Open the report in the editor to make changes.
- Duplicate: Create a copy of the report.
- Share: Manage permissions to share the report with other users.
- Export: Export the report data to Excel or a PDF document.
- Remove: Permanently remove the report.
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