Report Configuration and Management Overview
The Reports tab in CyberGrants allows internal users to create, manage, and access various report types, including Ad Hoc, Standard, and Custom reports. Administrators can navigate the Reports main portal page, consisting of functional portlets, to perform key reporting tasks.
The Reports main portal page includes portlets such as My Ad Hoc Reports, My Report Activity, Report Library, and Administrative Features, among others. Internal users can leverage the keyword search functionality to find reports by name or title.
- Additional functionalities enable administrators to preview a report, add it to favorites, create a one-click report, or schedule a report.
- Users can tag reports to categorize and easily find them in the future.
- Users can also manage their Ad Hoc reports by previewing, editing, sharing, cloning, or deleting them.
Review the following articles to learn about configuring report portlets, creating Ad Hoc reports, and utilizing worksheet fields in reporting.
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