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Part 2: Viewing Custom Reports

Check out this article to learn more about viewing custom reports in Folder and Dashboard Lists. Also, learn about viewing Dashboards.

Product Education Team avatar
Written by Product Education Team
Updated over a year ago

This article is part of a series:

Working with Dashboards and Reports

Note for Report Builder Users

If you are a user of the existing Report Builder solution, the great news is all of those reports have been recreated in the new Custom Reports section.

How to view Custom Reports

To access Custom Reports, in the FieldAware web application, click on Dashboard>Custom Reports.

Reports are stored in Folder and Dashboard hierarchy. A Dashboard contains one or more Reports and Dashboards are then grouped into Folders.

When you first open the Custom Reports tab, you will see the top level folder structure.

Folder List

Here you can see the count of Dashboards within each folder. Sort and search Folders by name.

Dashboard List

Open a folder to see the Dashboards contained within it. Here you can see information about when the Dashboard was created and updated, and by whom.

View a Dashboard

Click on a Dashboard to view the charts, tables and other information it contains. At the lower left of the view you may see tabs representing the different Pages in the Dashboard. Navigate between these Pages to view different content.

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