The Report Overview lists all reports you can access in the current account. You open it via Reports > Overview. From here you create, organize, open, and manage reports. For background on what reports are and how they work, see Custom Reports.
Screen layout
The Report Overview offers two views. In the folder view, reports are grouped in the folders you created. In the list view, all reports are shown in one flat list. The selected view also determines what is included when you export reports.
The following functions are available above the report list:
Element | Description |
|---|---|
Create new report | Creates a new report. The basic properties are set in the Report Options. |
New folder | Creates a new folder to organize reports. |
Import | Imports a report configuration from a JSON file. Only one report can be imported at a time. |
Export | Exports the selected reports as a ZIP file with the report configuration. |
Table configuration | Defines which columns are shown in the report list. |
Search | Searches the title, description, category, and folder of reports. The result is shown as a list. |
For details on import and export, see Exporting and Importing Reports via the UI.
Table columns
In the table configuration, you choose which of the following columns are shown.
Column | Description |
|---|---|
Categories | Shows the categories assigned to the report. Categories determine which users can access the report. |
Grouping | Groups reports by origin, for example Reports created by me, Reports shared with me, or Mapp Reports. |
Created at/by | Shows when and by whom the report was created. |
Last edited at/by | Shows when and by whom the report was last saved in the Edit mode or moved to another folder. |
Auto-Refresh | Updates the report automatically with each raw data update. Images in dynamic boxes are updated as well. Auto-Refresh can only be activated for a limited number of reports. |
Dispatch | Shows the dispatch status of the report with a clock symbol and opens the dispatch schedules of the report. |
Click a column header to sort the list ascending or descending. The sorting is saved for each user and account.
Note
The metadata of all reports, such as creation date, last editor, description, schedule status, and recipients, can be exported in the User Management. For details, see User Management - Exports.
Actions for a report
Each report in the list offers the following actions:
Action | Description |
|---|---|
Edit | Opens the report in the Edit mode. |
Add to favorites | Shows the report in the main menu. Elements of the type Analysis in a favorite report can be opened directly from there. |
Dispatch | Opens the dispatch schedules overview of the report. |
Other options | Opens a menu with further actions, see below. |
Other options
Option | Description |
|---|---|
Set as landing page | Shows the report directly after you log in to Mapp Intelligence. |
Enable start dialog | Lets you adapt the time period and the report filters before the calculation starts. |
Report options | Opens the Report Options. |
Dispatch scheduling | Opens the dispatch schedules overview of the report. |
Create a copy | Copies the report, also into other accounts. The filters used in the report can be adapted. |
Delete | Deletes the report. |
Share | Creates a link to the report. Users must be logged in to Mapp Intelligence and have access to the report, which is controlled by the report categories. |
Working with several reports
Select reports with the checkboxes to act on several reports at once. Selected reports can be deleted, moved to another folder, or exported together.
Folders
Each report can be stored in exactly one folder.
To move a report to a folder, drag and drop it onto the folder, choose the folder in the Report Options, or select the report and use the move function.
Empty folders cannot be saved, so a folder must contain at least one report.
Folders can be renamed or removed using the extended options of the folder.