Viewing and Accessing Reports and Dashboards

View the list of reports and dashboards presented.

• These suggested reports and dashboards fall into main Unifyr sections: Operational Performance, Marketing Performance, Sales Performance, and Partner Performance.  
• If you have the Toggle Favorites option turned on, the navigation shows only your favorited reports and dashboards. Click from the list to access what you need. For more information about favoriting reports/dashboards, see Personalize Your Reports and Dashboard View.
• A full list of pre-built and saved reports and dashboards is available by clicking Browse Reports. Use the search bar to find relevant reports and dashboards. To open a report or dashboard, select it from the list. Reports are designated with a graph icon, while Dashboards are represented by a piechart icon. 
• Your organization's own reports/dashboards have the legend Customer in the Category column.

• View the data for that report/dashboard
• Favorite the report/dashboard. For more information, see Personalize your Reports and Dashboards View.
• Use the Explore from here option to make changes to a report. For more information, see Exploring, Personalizing, and Distributing Reports and Dashboards
• Access all your organization's custom reports or the ones you've saved as favorites. For more information, see the Folders View section of this article.
• Save or download a report/dashboard, or send it to another user. For more information, see Exploring, Personalizing, and Distributing Reports and Dashboards