Reports Management

Permissions and Navigation

Available to: Reporting Management Users

Reports > Select a Report > Pencil Icon. Reports initially are built by Redlist or MSAM before they come available to the end-user. To learn more about what reports are available to you please contact your company admin or Redlist Support. 

Table of Contents

Basic of Reporting

Common Reporting Questions

Basic of Reporting

The Reporting Tool is built on Microsoft Power BI. As such data must be added by Redlist/MSAM to configure desired visuals. Once visuals and dashboards are configured you may access your data at any time. To learn more about Power BI visuals please review their learning course Visualize data in Power BI

Common Reporting Questions

How do I initially display my dashboard to always sort my data?

Navigate to Reports > Select a Report > Pencil Icon. Adjust the table or visuals how you would like them to initially display. Once configured click Save. Please note that the tab you save on will initially display when opening up the Report. 

How do I edit the date filters?

Navigate to Reports > Select a Report > Pencil Icon > Date Filter > Click the arrow on the top right > Select the filter option to configure the date filter. Once you have the desired selection, Save.

How do I export my data?

Navigate to Reports > Select a Report > Pencil Icon > Click the visual > Click the three dots in the top right > Export, to data into a spreadsheet. This can be done with any displayed visualization.  

How do I print my Report? 

Unfortunately Power BI does not support the printing of dashboards. To work around this you may print or snip your screen.