The Reports page has three tools to help you locate reports quickly. You can search by name, sort by date, or filter by report type.
Search by Name
Use the Report Search bar to find a specific report when you know its name.
Navigate to Reports/Docs in your left-side menu
In the Report Search bar at the top of the page, type the name of the Report you're looking for
Select the magnifying glass icon to run your search
Sort Your Reports
Use the Sort drop-down to control the order your Reports appear in the list.
Navigate to Reports/Docs in your left-side menu
Select the Sort drop-down in the top right corner of the page
Select your preferred sort order
Filter by Report Type
Use the Filter option to narrow your list down to a specific Report type — useful when you have a large Report library and want to find all Reports of the same kind at once.
Navigate to Reports/Docs in your left-side menu
Select the Filter drop-down in the top right corner of the page
Select the Report type you want to view
Your Report list will update to show only Reports matching that type
Want to explore everything Reports can do?
From creating your first report to customizing your branding, saving templates, and choosing the right Report type for every occasion, our complete guide covers it all.