Advanced Reporting

Learn how to access Advanced Reporting and understand the difference between dashboards and reports.

In This Guide You'll Learn

  • How to access the Advanced Reporting area from the site menu
  • What Advanced Reporting is and when it is used
  • The difference between Dashboards and Reports

Advanced Reporting includes more specialized reports designed to support specific business needs.

Not all advanced reports are available to every organization by default. They are enabled based on business needs, configuration, or specific requests.

How to Access Advanced Reporting

  1. From the Site Menu, select Collaboration.
  2. Click Advanced Reporting.

What Is Advanced Reporting

Advanced Reporting provides more specialized reporting options for business cases that require more specific data analysis and visibility.

Depending on your organization's setup, you may see one or both of the following reporting types:

  • Dashboard
  • Report

Dashboards vs Reports

Advanced Reporting includes two main formats: Dashboards and Reports.

TypeDescription
DashboardLet's you interact with the data and view it dynamically.
ReportLets you select a date range and review detailed information, but the data view is not interactive.

Dashboard

Dashboards allow you to interact with and explore data using different visual formats and presentations.

Report

Reports allow you to select a date range and review detailed information. They provide a more detailed data view, but they do not support direct interaction with the displayed data.