Report Options

Title

The name of the report. It must be unique, i.e. no other report in the account can have this name.

Description

This text appears at the beginning of the report. Here, you could introduce important metrics and formulas used in the report.

Folder

Here you can choose an existing folder in which the report will be shown in the report overview.

Hint: New folders can be defined in the report overview.

Period

The time period chosen by default for all report elements is. You can choose other time periods for individual elements in their settings.

If you do not want the time period to relate to a fixed date range, choose a dynamic time period in the calendar (e.g., one from the drop-down menu).

Show table of content

If this option is activated, a clickable list of all report elements is shown at the top of the report.

Enable Start Dialog

The start dialog is shown when you open a report. It allows for changing the time period and, if existing, the report filters before the first calculation of the report starts.
If you choose "User can change this setting", then other users are allowed to deactivate this function.

Update elements automatically

If activated, elements in the report will update automatically, as soon as new data is available.

Assign categories to report

Categories determine who can access your report.

• If a report is not assigned to a category, only the report creator and the account admin can access it.

• Users with View permissions for specific categories can see those in the list but cannot assign them to a report. These categories will appear greyed out and are non-selectable.

• Users with Create permissions can assign reports to categories they have access to but cannot modify or remove categories assigned by others.

• Users with Categorize permissions can assign, modify, or remove categories from reports, making them available to others within the assigned permissions.

Note: Ensure the correct permissions are set in the User Management section to effectively control category access and assignment rights.