Settings Tab

The Settings tab and sub-tabs let you modify individual settings for Report. The report visibility list can be exported to CSV file.

The Report Visibility tab shows a list of all reports along with modification information for each of them. This is tied to the organization and requires permissions to access.

Report visibility management functionality also includes:

  • Report type indicator – This column indicates if the report is an InEight standard report or a custom report that is built based on custom business requirements.

  • View - The toggle lets you choose whether to show or hide a report in the list. The default for setting is to show the report.

  • Notes – This column lets you keep a record of the reports you show or hide with context you can refer to later. When the Notes icon is blue, it indicates context has been added for the report and the notes can be viewed.

The Time Zone can be selected or altered by selecting an option from the drop-down list.

The selected time zone will be used when sending subscriptions and only applies to you as the sender.

Tags

You can create customized tags to help you quickly identify or group certain reports that have the same tag attached. Attach tags to individual reports for easy sorting and filtering. Click Settings > Tags to view all tags that you have created.

Only you can see and utilize tags. Tags cannot be shared with other users.

Step by Step — Create a Tag

  1. To create a new tag go to Settings > Tags. or when you are in a specific report.

  2. Click the Add icon. The Add/edit tag dialog box opens.

  3. Enter a name for the tag and an optional description, and then click Save.

    You can also create a new tag if you are in a report.

    • Click Add tags to open the Tags slide-out panel. Click Manage tags to open the Settings > Tags page.

Step by Step — Add a Tag

  1. On the Reports tab, select a report.

  2. Click Add tags. The Tags slide-out panel opens and shows a list of your custom tags.

  3. Select the tags that you want to associate with the report, and then click Done. The tags will show in the Tags section.

View Reports using a Tag

To view reports associated with a specific tag, go to Settings > Tags. Click a tag, and then click the Show information details icon.

This shows the reports associated to the tag and the date the tag was created.