The Report List is the page that displays all of the active Reports that your team has created in NinjaCat. On this page, you can create a new Report Profile, edit, and monitor already created Reports. This article is a guide to what you see when on this page and the function of those items.
Section Links
Access the Reports List Page
1. Click on "Reporting" in the top navigation then click "Reports" in the sub-navigation
2. If "Reports" isn't selected in the sub-navigation by default, click on "Reports" in the sub-navigation
The Reports List Map
1 - Re-Run Failed Reports - Automatically ran all reports in the queue that had previously returned critical errors
2 - Create Report - Open new report profile
3 - Export CSV - Generate comma-separated values file that contains every major detail for each report in your list
4 - Search bar - allows entering text, filter via status account owner, and sort list by the different details of a report
5 - Report List -
- Account Column - This column contains account name, name of the report file, name of the template used in report W/ link
- Status Column - icons that represent the status of reports and progress through the generation process
- Frequency Column - Report generation cadence and the last date that a report was generated
- Delivery Column - Report delivery method and last date a report was delivered
- Range Column - Date range of report
- Dashboard Column - Link to associated Dashboard
- Download Column - Click the icon to download the last generated report
- Action Column - Click the icon to reveal the Action Menu
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