View a Report

Report visibility is restricted by user group and business unit.

To view a report:

  1. Log into a user account that's been added to the Compliance Team or Administrator user group.

  2. Click the dropdown in the nav bar > Reports to display the Compliance Management activity.The Reports application in the nav bar.
  3. Click a report to open. The Compliance Management activity.
  4. If the report includes a bar, column, or pie chart, hover your cursor over the chart for more information about the data. Clicking on a section of a pie chart will separate it from the rest of the chart for emphasis.Hovering your cursor over a bar, column, or bar chart will display additional information.
  5. If the report includes a table: 
    1. Click a cell to open the associated object in a palette.

    2. Click a column to sort the data in the table. 
    3. Click Next or Previous at the bottom of the table to scroll through any additional pages.
    4. Enter search terms in the Search Table... field to narrow down which data is displayed.
    5. Click the  icon to export the table data into a Word document or click the  icon to export the table data into an Excel spreadsheet. Clicking on a cell in a table will display the associated object in a palette, while clicking on a column header will sort the data in the table.
      Only table data can be exported into a Word document or Excel spreadsheet. If you export data from a report that also contains a chart or heat map, that data will not appear in the document or spreadsheet.
  6. To star a report (create a tab for the report in the nav bar):
    1. Click the  icon at the top-right corner of the report to open the Add Report To Home window.
    2. If needed, enter a custom name for the tab in the Label report field. The report's name, as saved by an administrator, appears in this field by default.The Add Report To Home window.
    3. Select the Make this report your landing page checkbox if you want this report to replace the My Tasks tab or another report tab as the home page. To revert back the home page back to My Tasks, deselect the checkbox.
    4. Click Add To Home to finish. 
    5. To delete the tab from the nav bar, click the  icon, then click Remove From Home.
      For more information on reports added to tabs, see the Starred Reports article.
  7. To view point in time data on a report:
    1. Click the  icon at the top-right corner of the report to open the Point in Time Reporting window. When a report is displayed with filters applied, the point in time icon will appear in blue ().

    2. Click the Report Date field to select a date to draw data from and click Apply.The Point in Time Reporting window.

    3. To return the report to its default state, click the  icon and click Clear.

  8. To apply filters to a report (if configured by an administrator):
    1. Click the  icon at the top-right corner of the report to open the Filters palette.  When a report is displayed with filters applied, the filter icon will appear in blue ().
    2. Apply the following filters types as needed. Note that some or all of these sections may be blank if these filter types have not been added to the report by an administrator:
      • State: Filters report data by the objects' current workflow state(s).

      • Role: Filters report data by users or user groups that have been granted direct access to objects. 
      • Date & Time/Select List: Filters report data by date and time and/or select list fields.
      • Relationship: Displays report data from object types, such as business units or primary incident types, that are linked to incidents. 
      • Object Type: Displays report data from one or more selected object types.The Filters palette. If an administrator has not added filters, these sections will appear blank.
  9. To refresh report data, click the  icon.