The Reports Center is the central hub for accessing, organizing, and managing all reports in the system. From here, users can quickly open standard reports, manage custom-built reports, and create new reports.
The Reports Center is designed to provide:
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Quick access to frequently used reports
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Clear separation between standard and custom reports
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Easy report management and creation
To access the Reports Center:
Main Menu → Reports → Reports Center
Reports Center Layout
The Reports Center page is organized into four main areas:
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Favorites
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All Reports
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Custom Reports
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New Report
1. Favorites
The Favorites tab displays reports that the user has marked with the star icon.
Each report row includes:
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⭐ Star icon – Indicates whether the report is saved as a favorite. Clicking the star toggles its status.
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Name – The report name.
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Category Name – Identifies the report category.
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Modified Date – The date the report was last updated.
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⋯ – Additional report options.
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View: To execute the report.
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Edit: Report customization, available for custom reports.
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The Favorites tab is user-specific. Only reports starred by the current user appear here.
Reports shown here can be either:
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Standard Reports
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Custom Reports
2. All Reports
The All Reports tab displays all available reports, including:
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Standard Reports
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Custom Reports
This tab provides a complete list of reports accessible to the user.
Reports are distinguished by the Category Name column:
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Standard Reports display Standard Reports as the Category Name.
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Custom Reports display the client-specific category name.
From this tab, users can:
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Open and run reports
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Identify whether a report is Standard or Custom based on Category Name
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Add reports to Favorites
For detailed documentation, see: Standard Reports page
3. Custom Reports
The Custom Reports tab displays only reports created within the organization. They can be created by users (see how to create a new report) or requested as a report customization through the customer portal.
These reports are user-defined and may be grouped under client-specific category names.
From this tab, users can:
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View custom reports.
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Edit existing custom reports.
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Clone reports through a portal request.
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Add reports to Favorites
Standard Reports do not appear in this tab.
For more information, see: Custom Reports page
4. New Report
The New Report button is located in the top-right corner of the Reports Center. Clicking this button opens the report creation workflow.
For step-by-step instructions, see: Create a New Report
5. Reports Table Structure
Across all tabs, reports are displayed in a consistent table format.
Table Columns
Name
Displays the report title. A star icon appears to the left of the name for marking favorites.
Category Name
Indicates how the report is grouped:
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Standard Reports for system-defined reports
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Client-specific category names for Custom Reports
Modified Date
Shows the last time the report definition was updated.
Actions (⋯)
Provides view-edit options for the selected report.
6. Common Scenarios
How do I know if a report is Standard or Custom?
Check the Category Name column:
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If it shows Standard Reports, it is a system-defined report.
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If it shows a client-specific category name, it is a Custom Report.
How do I clone a Standard or Custom report?
Users aren’t allowed to clone reports. It can be easily requested through our portal.
Why don’t I see my custom report?
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Check the All Reports tab.
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Confirm it was saved successfully.
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Verify your user permissions.
Why can’t I edit a report?
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Standard Reports have restricted editing.
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Custom Reports can be edited based on user permissions.