--- title: "Accessing a report" slug: "accessing-a-report" updated: 2024-09-27T08:43:41Z published: 2024-09-27T08:43:41Z canonical: "docs.mapp.com/accessing-a-report" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.mapp.com/llms.txt > Use this file to discover all available pages before exploring further. # Accessing a report ## 1 Reports in the main menu The report section in the main menu contains a link to the report overview as well as a list of the report favorites. The report favorites can be expanded in order to show the containing elements of the type "Analysis" and directly navigate to the corresponding analyses. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/99a519a3-8857-4e82-9af1-21487d76fd38.png) In the report overview, reports can be marked as favorites. --- ## 2 Report overview The report overview lists all available reports and provides various functions. - Reports can be structured by using folders. Often it is useful to cluster the reports by topics (e.g., folders for Marketing, Management) or by department. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/61aa0b63-9832-4d7a-b19a-a9fc56c98f9e.png) ### 2.1 Report folders Reports can be added to folders by doing one of the following things: - Dragging & Dropping the report in the corresponding folder - Choosing the folder in the report options - Selecting the reports and clicking on the following symbol: ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/87947217-bc6a-45e5-be2f-323ad358e5b6.png) - Each report can be stored in exactly one folder. - New folders can be created by clicking on the corresponding symbol. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/1c17bfab-b125-466c-933f-55a64db11db5.png) - Empty folders (i.e., folders that do not contain a report) cannot be saved. - In the report overview, reports can be shown with and without folders. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/911cbf85-95df-4716-ba29-b16f6ea51564.png) - Folders can be renamed or removed using the extended options. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/aa9a7586-683e-420f-9723-54aebc4e80cd.png) ### 2.2 Columns Several information can be shown by selecting different columns, for example: ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/8ec4bc94-fae4-4c11-b90b-3693e66a09d2.png) - Categories: Allows for sharing reports with other users - Grouping: e.g. Reports created by me, Reports shared with me, Mapp Reports… - Created at/by - Last edited by/at: Shows by whom and when the report has last been - saved within the Edit mode, or - moved to another folder. - Auto-Refresh: Allows to update the report automatically with each raw data update. If activated, also images in dynamic boxes will be updated. Can only be activated for a limited number of reports. - Dispatch: Allows you to access [dispatch schedules](/v1/docs/how-to-set-up-multiple-dispatch-schedules) Using the table configuration, you can choose which information is shown. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/6a4c5afc-7a6e-457a-84c8-88641449cef8.png) | You can export this data in the User Management. | | --- | ### 2.3 Sorting and Search - Sorting You can sort ascending or descending for a column by clicking on it. The sorting is saved for each user and account. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/63f2ddaa-c93d-498a-9067-8aafbbcf5067.png) - Search You can search for the Title, Description, Category and Folder. The result is shown as list. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/01b892e5-0a21-4ec7-baf1-93e4f9f1e745.png) ### 2.4 Actions and Other Options For reports, you can perform the following actions: - Actions ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/1b74f1a1-fd17-40ed-8cfe-73dbb17d86f6.png) - Edit - Add to favorites: The report is shown in the main menu. - Dispatch ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/c557cf67-5284-4ef7-a898-dda94a0499f0.png) - Opens the [dispatch schedules](/v1/docs/how-to-set-up-multiple-dispatch-schedules) overview - The clock symbol can have three different statuses: ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/1b2e9006-9a97-4a2f-a107-7f62f6cb6e9c.png) - Other options ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/2c6bf686-5645-46a9-984d-5521a96532a9.png) - Set as landing page: The report is shown directly after logging in to Mapp Intelligence. - Enable start dialog: Allows for adapting the time period and report filters before the calculation starts. - Report options: Opens the report options. - Dispatch scheduling: Opens the [dispatch schedules](/v1/docs/how-to-set-up-multiple-dispatch-schedules) overview. - Create a copy: Enables you to copy the report, also across accounts. The used filters can be adapted. - Delete - Share: Creates a link that allows to directly access the report. To access the report, it is necessary to login to Mapp Intelligence. ### 2.5 Selecting more than one report Reports can be selected by clicking on the checkboxes. Reports selected that way can altogether be deleted or moved to another folder. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/799eea3c-7be6-4cea-b676-eb8db7c46fc5.png) --- ## 3 Report view The report view shows the report content and offers various options. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/bb5db66b-5a3a-4253-9da4-ea709799737e.png) If a report contains report filters, all elements can be limited to these filters. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/7e3472ea-9dae-4c33-849f-ed7377b37ccb.png) - You cannot edit a filter with a lock symbol next to it within the report view. This is a locked filter that can only be edited in the Edit mode. - Changes made to filters in the view mode are not saved permanently. To save them permanently, you have to switch to the "Edit" mode. - You can hide or show the whole report filter area. --- ## 4 Regular export At dispatch scheduling, you can set up a regular, automated export via e-mail or to a server. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/197c6432-bc8c-4f8c-83d0-37ed7e1544e7.png) For each report, you can set multiple dispatch schedules - for example, one to export the report daily, and one to export it weekly. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/1960d59d-0d39-4dc9-abc7-cc2ba2e55dda.png) - Export formats: CSV, Excel, PDF Only in PDF files diagrams, visualizations, dynamic boxes and, if shown, report filters are depicted. | More information can be found in this [How-To](/v1/docs/how-to-set-up-multiple-dispatch-schedules). | | --- | > Saved report filters are applied in exports. --- ## 5 Manual export In the report view, reports can be exported ad-hoc as e-mail or download. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/9aa4c774-db16-496f-9e63-42b38cc3c0e4.png) ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/2d986d9f-99fd-4c84-af42-7f4d4e22e5c5.png) - Export formats: CSV, Excel, PDF - Only in PDF files diagrams, visualizations, dynamic boxes and, if shown, report filters are depicted. --- ## 6 Sharing via Link In the report view, you can copy a link to this report. This way, you can share the report by sending the link to other Mapp Intelligence users. ![](https://cdn.document360.io/554b9b98-6720-4d8b-9919-c7b203d72648/Images/Documentation/143a4fd8-f040-453b-9c3f-ab992307bd2a.png) - When clicking the link, the user is forwarded to the report when he logged in. - Please note that the user must have access to the report. This can be configured in the report options by assigning the report to a category.