This section is divided into Inbox, Approved, Archived, Flagged, and Shared.
Inbox lists all the successfully generated reports. You can either approve, archive, flag, share, or delete a report from the Inbox. The report is moved into the Approved, Archived, Flagged, or Shared pages or completely deleted from the system based on your action.
Go to Report >> Inbox.
Mark the reports that you want to archive.
Click the Archive button.
Reports¶
Note
Important reports must be archived to save the inbox from getting crowded.
You can see the archived reports in the Archived tab under Generated Reports.
Go to Report >> Inbox.
Mark the reports that you want to flag.
Click the Flag button.
Reports¶
Note
You can also flag a report by clicking the Flag icon in the Actions column.
When a generated report is verified, you can push that particular report in the approved section for simplicity. It helps you organize the reports.
Go to Report >> Inbox.
Mark the reports that you want to approve.
Click the Approve button.
Reports¶
Note
You can also approve a report by clicking the Approve icon in the Actions column.
Under this dropdown you can Mark as read, Mark as unread, Remove Flag, Unshare, and Disapprove a report.
Reports¶
Go to Report >> Inbox.
Mark the reports that you want to delete.
Click the Delete button.
Reports¶
Using the Activities option in the Actions column, you can comment on a generated report.
Go to Report >> Inbox.
Click the Activities icon in the Actions column of the concerned report.
Reports¶
Enter a Comment and click Submit.
Using the Cleanup option, you can either delete the reports generated before a certain date or delete reports within a specific date range.
Go to Report >> Inbox.
Reports¶
Click Cleanup to open the Cleanup Old Reports panel.
Cleanup Old Reports panel¶
Select Older than to delete all the reports generated before the provided date.
Select Date range to delete all the reports within the provided date range.
Note
The date range is inclusive.
Go to Cleanup Jobs to see the status of all the initiated cleanups.
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