Navigation Pane

View and create reports and data objects, and manage system settings.

Note: The options you have access to depend on your permission level.

The main menu contains the following options:

  • Reports: This lists all the reports you created and the reports other users in your company have created and shared.
  • Report Wizard: This links to the wizard that guides you through the process of creating reports.
  • Data Object Builder: This allows you to build and define new data objects to use in reports.
  • Administration: This displays all available Administration functions.
  • Video Training: This links to video recordings that you can view step-by-step procedures.