The report menu opens when you select Reports in the page bar. It shows all reports for the current table.
By default, reports are arranged into three groups:
- Recent – the last 4 reports you opened
- Personal reports
- Shared – reports that everyone in your role can see
- Any shared report that does not belong to a group is listed under Ungrouped reports
The Recent and Personal reports groups may not appear if you haven't opened reports for this table yet, or you don't have any personal reports. The Recent group will not appear if you have only a few reports.
App admins can create new groups, and organize how reports are shown in the report menu.
From the reports and charts panel, you can:
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Open a report. To open a report, select Reports in the page bar, then click the name of the report to open.
Apps automatically add some basic reports for each table, like the List All and List Changes reports. The table also contains additional reports created by your app manager and other users. (Read more about reports.)
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Create a new report. To create a report, click + New report at the top of the report menu, then choose the type of report and click Create.
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Search for reports. Type your search term in the Search reports box. The list of reports filters as you type to show reports with your search term in the report name.
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Organize reports. If you have admin access to the app, you can group and rearrange reports. Learn more.
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Expand or collapse groups. Select the arrow to the left of a group name to collapse the group. Information about collapsed groups is saved per browser, per user.