The following are the report types:

• Charts
• Summaries
• Lists

In the upper-right corner of an open report tab, choose Edit report to customize the report or choose from the Actions drop-down list to access the following options. Options might vary:

• Refresh – Refreshes the data on the report.
• Save as – Allows you to save the report under a different name.
• Report details – Provides the report description, report category, and the report key.
• Summarize – Allows you to perform the following tasks:
  • Change the display order of the columns, to indicate how the data should be summarized or grouped, and to choose the sort order of the displayed data.
  • Choose to include a column of row counts.
  • Expand all group sections by default in the initial report display and suppress group heading display.
• List – Convert a summary report to a list.
• Export to PDF - Allows you to export the report to PDF.
• Export to Excel - Allows you to export the report to an Excel.
• Pin to space.

Chart reports also offer a “Chart actions” option, allowing you to save the chart as an image.

All the reports provide drill-down options as appropriate.