Enhanced Reporting: View a Company Report

Objective

To view a report in your Reports tool. 

Things to Consider

• Required User Permissions: 
  • For company level reports: the user is a company admin.
  • For project level reports: the user has 'Standard' or higher level permissions on the reports tool and has access to the data they are creating the column with. For more details, see: What additional user permissions are required to access reportable data with enhanced reporting?

Steps

1. Navigate to the Reports tool.

   • Use the company-level reports tool for company reports.
   • Use the project-level reports tool for project reports.
2. You may export the report as a PDF if you wish.