You can access the Reports module, open and identify reports, and understand how report components work together so you can analyze your firm’s data.
Viewing and Opening Reports
You can see which reports are available and load them into the main content area.
- Select Reports from the left-hand navigation.
- Once in the module, click a report to view from the Reports list on left.
- Selecting a report loads it in the main content area.
Navigating Report Tabs
You can switch between different views of the same data utilizing the tabs at the top of the screen.
- Tabs organize multiple views within a single report.
- Tabs may include summary metrics, charts, or detailed tables.
Using Filters
You can refine report data to focus on specific criteria.
- Filters appear directly below the tabs.
- Available filters may change depending on the selected tab.
- Filter selections interact with one another and can limit available values.
Reviewing Metrics, Charts, and Tables
You can analyze data through multiple visual and detailed formats.
- Metrics display single-value key performance indicators.
- Charts visualize trends or distributions.
- Tables show detailed, record-level data.
- All elements update automatically based on selected tabs and filters.
The About This Report Section
You can understand the purpose and default behavior of the report before analyzing data.
- The About This Report section appears at the bottom of the first tab.
- It describes what the report shows.
- It lists the default time period and historical data range.
- It identifies any default filters applied when the report loads.