How Do I View My Custom Reports?

Viewing Custom Reports

• To view, create, and edit custom reports first click on the Insights tab in your JobNimbus navigation.
• Once there, select the Classic Reports button at the top right of the Insights page. 

• From the Classic Reports page, you can create, edit and view your custom reports under the section titled My Saved Reports.

• When creating or editing a report, you can add or remove columns, add filters, and add calculations. Beneath these dropdowns, you can also enter a report name and description, select how many records per page to view, and select who you would like the report to be visible to by selecting from the "Available to" dropdown.
  
  
  • Be aware that reports must be made visible to the desired group of users if you would like them to have access to it.
    
    
• After creating or editing a report, click Save to view your finished report.
• To go back to the overview of your custom reports, simply click the blue back button on the top left of the report you are currently viewing.

• When viewing a report, you can organize the contents at any time; however, changes made will not be saved unless you edit the report.