How do I access reports from the Home Page?
Use the Reports shortcut in the left-hand navigation to browse all available reports by module.
Reports are pre-built tools that display filtered data from a specific module. You can access all available reports directly from the Home Page, without needing to enter a specific module. This is helpful when you want to browse reports across multiple departments.
Steps to Access Reports from the Home Page:
- From the Home Page, click Reports in the left-hand navigation bar.
- Reports are organized alphabetically by module. Each section contains a list of reports tied to that module.
- Click the name of the report you want to access. You may need to use the scroll bar if your module has many reports.
- The report view will open, prompting you to enter applicable parameters before generating the report.
💡Notes:
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Use the Home Page Reports shortcut to get a full view of available reports across all departments.
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If you're already working within a record or the Data Viewer, or you want to view multiple reports, you can access reports directly from the Data Viewer. (see: How do I access Reports from the Data Viewer?).
Additional Resources:
Related search terms: home page reports, reports menu, view reports by module, access saved reports, govpilot reports list, reporting dashboard, module reports, where to find reports