Reports Screen - Overview
About Reports screen
Section titled “About Reports screen”In Comparative Agility, the Reports screen serves as your central repository for viewing, filtering, and managing all generated reports. This article provides a brief overview of its key features, including filtering options, report sharing, and the importance of saving reports.
Search & Filter Controls (top menu bar)
- Search Bar: Quickly locate specific reports by typing key terms from the report name or assigned metadata tags.
- Status Filter (Active/Archived/All): Switch between viewing active and archived historical reports.
- **Instance Selector: ** Filter the reports list by specific instances.
- **Sort Order: ** Sort your reports by creation order.
- User Filter: Filter reports by specific creator.
- Capability Filter (All capabilities): Narrow down the list to display reports generated using specific capability (such as Comparative Agile or DevOps).
- Custom Filters & Favorites: Use the custom filter icon to select specific folders or teams from your organizational structure. The list will dynamically update to display only the reports associated with those selected nodes.
Available Actions
Share options
Section titled “Share options”Configure sharing settings and permissions to distribute report with team members, leadership, or external stakeholders. To share your report, follow these steps:
- Click on the Share Report icon (or right-click on report and select Share options)
- Choose between Copying the link or Open email client options
- Make the report public
- Optional: Add a password to restrict access
Edit name
Section titled “Edit name”Update the title of the saved report directly without needing to regenerate the data.
Open in new tab
Section titled “Open in new tab”Launch the report in a separate browser tab.
Add tags
Section titled “Add tags”Apply custom labels or metadata to organize and group reports for easier searching.
Archive report
Section titled “Archive report”Hide completed or legacy reports from your primary active view without deleting their underlying data.
More info
Section titled “More info”View detailed metadata about the report, including creation timestamps, scope (list of teams), owner.
Delete
Section titled “Delete”Permanently remove the report from your account. Note: This action cannot be undone.
