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🏡 The Report Manager area
Access saved reports and charts in the Report Manager, your one-stop home for all reporting content.
Select Report Manager under Reports in the main navigation menu to get here. You can then jump into saved reports, make changes to reports, as well as share these with team members.
Find most management actions by selecting the edit icon on the far right of each report:
Explore some of the options available to you below:
Access existing reports/charts
Simply select the report or chart you’re after to open it up. Use the search bar, or the filters on the left, if you have a long list of reports available to you, or better yet, favorite the report for quick access.
ℹ️ You'll only be able to view content you own, or content that has been shared with you.
Organize content into folders
Organise your reports and charts into folders. Simply select the edit icon on the far right of the report or chart, and then move to folder.
Then select + New folder to create a new folder for your content to go into, or select an existing folder in the list.
Folders can contain both reports and charts.
You can't currently create subfolders (folders within folders). We'll be adding this functionality soon.
Favorite reports/charts
Favorite your report by clicking the star to the left of its name, or by selecting the edit icon on the right of the screen, and then the favorite toggle.
This will keep your reports in the Favorite area (found in the left sidebar on the Report Manager page), for easy access. If you have a report that you use regularly, we recommend favoriting it.
Duplicate reports
Duplicate a report to easily create an additional report, using the original as a template.
This is useful if you'd like to set up reports on similar metrics, but for different time periods, or looking at different teams.
❗ Note: you're not currently able to duplicate a chart.
Share reports/charts
Share reports with your team members.
Search for individuals to share the report with in the OneUp platform, or use the download report option to export your report to your chosen format.
Transfer ownership
To transfer ownership, open the report, and then select Share from the top of the report page. Finally, select Transfer Ownership.
You'll still be able to access the report, it'll be automatically shared with you, but you're no longer be the owner, meaning you won't be able to make changes going forwards.
Delete reports
Delete reports by selecting the edit icon on the far right, and then delete.
❗ Double check you’ve selected the right report before you go ahead. Deleting reports is irreversible.
✏️ Make changes to an existing report
You may need to make changes to who you are reporting on, what you are reporting on, or the time period. As the owner of a report you can do so at any point.
To do so, navigate to the report via the Report Manager and select the report to open it up.
Selecting Save will overwrite your existing report.
If you want to save the report as a copy and not overwrite the original, duplicate the report and then make your changes.
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If you're not the owner of the report, you won't be able to make changes to the report itself (master version), but you will be able to save as, and create a copy of the report with your changes. Consider asking the owner to transfer ownership to you if you need to make changes to the master version of the report.
Change who you are reporting on
Simply select the settings cog icon next to who you are reporting on (i.e., the first column, in your report). Here you can change who you are reporting on (for example, from specific teams to specific users), or you can filter the teams or individuals selected. You may want to do this if for example, as a manager you have set up a report showing a single team's data, but now have a new team you're managing that you would also like to include.
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Want to remove or add deleted or observer users from your report? We've got you. Select the customize view option on the right, and then change the toggle. Showing only full user performance will remove observer and deleted users with performance data during the timeframe selected.
Change what you are reporting on
To change an existing metric or field, select the settings cog icon, next to the column heading.
Options here include removing the metric, duplicating the metric, changing the metric itself to a different one or a user profile field, as well as changing metric values (e.g., to average) or filtering the performance data displayed.
Troubleshooting ✨
If you still require help on this topic, get in touch with our support team via the chat. We'll be happy to help! 💙