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The reports page is the main page to obtain project reports. Define project specific report parameters, and manage reports. The reports page contains tabs where you can toggle between reports my views, subscriptions, settings, schedules, and documents. From the reports list, you can access all existing reports.
You can also search for reports by using the search field. If you get stuck on how to do something, you can use the help menu to directly access InEight Help Resources. You can view any notifications you receive and can sign out if you need to log in under a different profile. The right toolbar contains functions for the reports page.
When a report is selected, you can save the parameters for a report as a view to be run again at a later time. Once all parameters are selected, you can run the report by clicking run report. From the settings tab, you can add tags to tie to reports for ease and searching, make changes to your time zone or report visibility. The remaining tabs will be covered in context with their purpose in subsequent videos.
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9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information