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Reports Tab Questions

  • September 19, 2023
  • 3 replies
  • 295 views

bnpguidecx
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Who can create reports? Is this license level determined?

If there is a report that I will never need or use, that is on my reports sideview - can I remove it from my view? 

Once I filter a report. That filtering was not saved.  How can I save a filter that I applied to a report?

3 replies

aoheneopare
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  • Employee
  • September 20, 2023

Custom reports are created by our internal TSM team. If you need a custom report, you can request it through your CSM. They will ensure that you have the appropriate Guide Hours needed for a Custom Report engagement with the TSM team. 

Currently, there is no way to hide standard reports on the left navigation. You can always submit that functionality as an enhancement request. 

Currently, we are undergoing a transition from one reporting platform to another. Once the new tool is released in October, you will have the ability to save filters on a report.


bnpguidecx
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  • Author
  • Inspiring
  • September 20, 2023

Thank you. Can’t wait until the new tool is released, as I’m looking forward to more personalized abilities and functions.


emaynez
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  • Community Manager
  • September 22, 2023

Trust us when we say, it’s going to be ✨AMAZING✨