Within the Reports module are five sub-sections: Favourite Reports, Suggested Reports, Draft Reports, Shared Reports, and Build New Report.

Suggested Reports lists reports that have been suggested to you by other members of your team. The ability to suggest reports is restricted to admin users. The option to suggest a report to your team is available once you have built and previewed a report, by clicking 'Save' in the top right-hand part of the screen, and ticking the box that says 'Save as Suggested Report for other users'.

Click on a suggested report to view it, or click on the 3 dots on the right-hand end of the row to have the following options:

  • View: select this to view the report.
  • Edit: if you are an admin user, select Edit to go into the table builder and make changes to this report for every user.
  • Add to Favourites: select this to add this report straight into your favourite reports.
  • Delete: if you are an admin user, select Delete to remove the report from the suggested reports for every user.

Did this answer your question?