My Reports

My Reports serves as your personalized report library, allowing quick access to the reports most relevant to your role. Use the search and filter options to locate specific reports by name, type, author, or tag.

Report Types

Screendragon has several Report Types available. Any of the following report types that you have access to will be displayed on the Reports page:

• Document

• Form

• Project

• Task

• User

• Workflow

  
  

  

Each report entry includes the following fields and actions:

Report Columns

• Name/Title: This displays the name of the report.
  
  

• Description: Option to include a description of what the report entails.
  
  

• Search: Use the search box to locate reports within your portfolio quickly.
  
  

• Preview Date: The report was previewed most recently using the Run Report function.
  
  
• Export Date: The most recent date the report was exported using the Export function (e.g., CSV, PDF, etc.).
  
  
• Preview Count: The total number of times the report has been previewed.
  
  
• Export Count: The total number of times the report has been exported.
  
  
• Author: Displays the name of the user who created the report.
  
  
• Tags: Lists any tags that have been applied to the report for categorization or search purposes.
  
  
• Actions: Use these filter buttons to refine the report list by report type, creation date, or author.

Report Actions

• Clone Report: Users with Report Edit permissions or higher can clone a report directly from the Report List. The user who clones the report will be assigned as the admin of the newly cloned report.
  
  

• Edit Report: You can modify the report's data source, name, description, and sharing settings. For more details, see Creating Reports.

• Run Report: Click to execute and view the report.

• Favorite: Mark frequently used reports as favorites for quick access.