Use the Reporting Hub Library to understand program performance, successes and areas for additional attention and improvement. The Library is a robust, highly visual reporting suite that offers insights through a set of native reports. These out of the box reports are built with customer use cases in mind and we hope you find them powerful and engaging.
If you're feeling like a report could be built upon to provide additional insights, we also offer the ability to manage and monitor the metrics that are most meaningful to your business objectives with flexible, personalized capabilities to ensure the most critical reports are ready whenever you need them. Check out our article about the Explore section of our Reporting Hub for more information.
Where do I find this?
Reporting Hub > Library
How do I do this?
This article covers the points below:
- Navigating the Library landing page
- Viewing & Running Reports from the Library
- Downloading a Report
Navigating the Library landing page
From the homepage, navigate to Reporting Hub, then Library.
There are essentially three pieces of the Library landing page that enable you to access individual reports: the tabs at the top of the page, the list of reports, and the recently viewed list.
When reviewing the list of reports, you may have noticed some report names have changed. Check out our article with a Report Name Index to help you match old report names to new ones.
Tabs: Any report offered in the Library is displayed on the landing page in the reports list. However, if you'd like to see a short description of each report, navigate to the category tab that best fits your end goal.
List of Reports: This report list provides easy one click access from the Library to any out of the box report.
Longer descriptions of reports can be found at the top of each report page. Simply click into any report to see this information.
Recently Viewed: This area of the landing page displays the last 5 reports you have personally viewed.
We've added breadcrumb navigation to Reporting Hub. Now after accessing a report, you can use breadcrumbs to easily go back to categories or the Library.
Viewing & Running Reports from the Library
- You can access reports using any of the methods described above. For quick reference:
- Directly from the reports list.
- Navigate to a category tab, then to a report.
- Using the recently viewed list.
- Click on a report to open it and view the data. If this is the first time you are visiting the report in a one hour time window, the data will automatically run.
For optimal query performance, data is cached for one hour. You can see when the report data was last run in the top left corner of the data tile.
- Most reports have filter options. If applicable, update your filters and click Run to refresh the data with the filters applied.
Downloading a Report
For admin, there are two options to download report data:
Option 1: Download Dashboard data.
This means if the report has more than one data tile, you will get results from all tiles.
Click the gear icon in the top right. From this menu, you can choose to download the dashboard as a CSV or PDF.
Option 2: Download results from an individual data tile.
This option has more format options as well as an option to download all results if needed.
See further instructions below on how to accomplish this.
- Hover over the top right corner of the tile.
- Click the three vertical dots to reveal the menu.
- Click Download Data.
- Choose your format and options.
If the results are greater than 500 rows, you can choose "All Results" under Limit to go beyond that default row limit.
- Click Download.