Tour the Reports page

How the report catalogue is arranged, from category tabs and badges to folders and favourites.

Table of Contents

Go to Analytics to open the catalogue.

The sidebar lists All Reports, Shared with me, Favourites and My reports, plus your folders and Exports.
Category tabs split reports into Clients, Sales & Finance, Appointments, Activities, Business and Memberships.
Badges mark New, Popular and Plus reports.
The chips All, New, Plus and Custom filter the list, and Sort and Group reorder it.
Recently viewed returns you to your last few reports.

Build a custom report needs the Build custom reports permission.

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