Reports can be saved and shared with the different users of the CCAP City tool. To view all saved reports, navigate to the Reports tab of the Analysis section. Below is an example of what you might see, depending on the reports that have already been saved in your tool:
By default, the Reports List shows you Shared Saved Reports, or reports that are available for viewing to all users of the tool. To view the reports that you have saved and set to private, click the Private Saved Reports icon:
Visualising and interrogating a Saved Report
A saved report can be visualised by simply clicking on the report listing. To interrogate the report further you can go to the Explore section and use the filter or grouping options to refine the report.
Using Search
You may search for specific reports by typing the report name on the search bar at the top of the list.
Report Options
Clicking on the vertical ellipsis button will show you the report options:
Set as Organisation Default - clicking the bookmark icon allows you to set that report as the default dashboard. That is, it’s the report you will see when you first log in to the tool. You can only set one organisation default. Setting a report as organisation default will replace the current one. Note that this only applies if dashboards have not yet been configured. Kinesis can help to configure dashboards for your organisation.
Delete Saved Report - clicking the bin icon will delete the saved report. Deleting a Shared Saved Report will also delete it from other users’ saved reports.
