The Reports page shows the published reports and report workspaces available for your role. It matches the sidebar and command menu, so a report you can open from one place is reachable from the others too. Administrators may also see a Drafts filter for reports that have been saved but not published yet.
Three ways to reach any report:
- The sidebar — published reports appear under their area, alongside any workspace that already combines several reports.
- Reports in the sidebar — the full catalogue, grouped by category. Click a row to open its detail panel: what the report does, who created it, when it was changed, and an Open report action.
- Ctrl+K / ⌘K — type part of the name from anywhere, then open the matching report.
If favourites and recent reports are available for your account, the Reports page also shows ★ Favourites and Recent filters. Use the star beside a report to add or remove it from favourites.
The Reports page also carries your personal views — Saved analyses, Favorites, Recent, and your Drafts. See Saved analyses, Favorites and Recent.
Running it
Most reports open with sensible defaults. Where a report takes choices — such as a date range or Cost Center — those choices appear at the top; change them and the report refreshes. Large reports show totals and let you scroll; rows are not silently turned into a success message.
If there are no published reports for your role, the Reports page says no reports are available. That is different from a report error: it means there is nothing published for you to run yet.
Drilling down
Reports that support it let you click a row to open the next level of detail. The breadcrumb at the top takes you back up. You are always looking at the same underlying numbers, just closer.
If a report shows an access message
Reports can be limited by role, and drafts are only available to administrators. Ask your administrator to check your role under Admin → Users or confirm that the report has been published if you think you should have it.