Reports

Leverage reporting to present data in a clear and actionable way.

Overview

Reports are a powerful tool that allow you to efficiently collect, organize, and present data in a clear, tabular format. The ability to generate customizable reports enhances collaboration and transparency across teams. Reports work with Visier's security model to ensure users only see data they are permitted to see. The data security context of the user is applied when they are working with reports.

Reports are categorized as either versioned or non-versioned. For more information, see Create a Report.

  • Versioned reports are created by administrators in a project and published to all users with Reports access.
  • Non-versioned reports are created in the Reports room and can be shared with individual users and user groups.

Manage Reports

The Reports room is where you can create and manage your reports.

Access requirements

Permission with these capabilities: Write Report

Reach out to your administrator for access.

Note: You can assign the View Report analytic capability to provide view-only access to the Reports room.

In Reports, you'll find a list of the reports you can access, as shown in the following screenshot.

  1. List view options: Switch between the tabs to view a list of versioned reports that are published to production, reports that are owned by you, reports that have been shared with you, and all reports you have access to.

    Note: If tags have been assigned to a versioned report, the tag category appears indented under the Published tab. For more information, see Create and Assign Tags to Content.

  2. My labels: Select labels to quickly filter your list and surface the reports you need. Create and manage labels to organize reports into categories. For more information, see Label a Report.
  3. Search: Find a report by typing the report title, description, or the owner's name.
  4. Create report: Create a new report from scratch. For more information, see Create a Report.
  5. Quick Actions: Duplicate, delete, share, and label a report.

    Note: Users must also have the Share Analysis capability to share reports with other users.

  6. Reports List: The list of reports you have access to. Click to view a report.

To access Reports, on the navigation bar, click Reports .