If you wish to exclude deactivated schedules from your view, you can leverage the filters > All Reports > Filter for Active Schedules only.

The use of the search bar is limited to the description columns – it can be leveraged to search any template or custom report name.

Once you expand a base template name and see all report schedules, click the three vertical dots to the right of the schedule you wish to perform the action on. You can leverage the 3 dot icon at each reporting level to see what actions are available at a template level, schedule level, and report level.

Click “Build a Report”. To run a report from scratch, select “Start” next to your template of choice from the “All Templates” tab. Follow the on-screen instructions. To run a report from a saved template, click the “Saved Templates” tab. Here, you can expand “Saved Templates” to view all personal templates. 

In some countries, the new experience will roll out in phases to small groups at a time.

No. Reporting is based on CID access. You will only have one reporting experience with access to all the same CIDs/markets.

 When filters are applied, you will see the full reporting hierarchy of the reports that match the filtered criteria. The names of templates you see upon filtering indicate at least one report under that template which matches the criteria. Expand the template name to see the schedules that match the filter criteria and expand again to see only the reports that match your filtered criteria.

Due to a tech limitation, if you give the report a custom name that doesn’t contain the original template name, it will show as its own separate table entry/row. For example, if you name a custom report “supplier diversity summer review”, it will show under supplier diversity because it contains the phrase “supplier diversity.” If you name your supplier diversity template “SD23 Summer Review”, it will show as its own entry/template name, because the system cannot recognize “SD”. 

The default order of “All Templates” is meant to show your most used templates first, then show the rest of the templates in alphabetical order. There is a double-layered sorting, first by usage/most popular, then alphabetically. Users with the same access/permissions will see the same templates; however, the order will slightly differ due to this methodology.

For compliance purposes, we do not store history for custom report executions. They are only available on demand.

Please note that new pages will only reflect in US English at this time. When you leverage the dropdown to change the language, only the build a report process will reflect the chosen language at this time.

You can right click your reporting tab in your browser and click “Duplicate”. This will allow you to run one report per tab and you can run multiple reports at once.