Learn how to navigate to and in the Reporting & Analytics module
Navigate to Analytics using the top menu navigation.
You will be taken to the Reporting & Analytics module. Your view may differ depending on what you have access to. In this example, this user has a default Risk Dashboard set up to be their landing page.
To access reports and dashboards that we here at 6clicks created for all our customers, click on the hamburger Menu and hit Browse.
At the top of the page, you can:
- Search
- Filter content by categories
- Show/hide columns in the list view, or sort by ascending/descending order in the thumbnail view
- Switch between the list view and the thumbnail view
The left side taskbar contains all the reports and dashboards that you have access permissions for, which may include 6clicks default content or content made by yourself or others in your organization.
- All content - shows all the content that you have access permissions to.
- My content - content that you or your organization created.
- Favorites - mark content you frequently use with a star.
- Recent
- More - contains Drafts (items you have not yet published) & Hidden (use-case specific reports from 6clicks that we have put out of the way).
In All folders, you can view the content that you have access permissions to.
- 6clicks Reports & Dashboards - we provide these generic out-of-the-box reports to get you started. These can be used for a wide range of reporting needs, and are read-only as they are centrally managed by us.
- Your own Reports & Dashboards - anything you make will sit in here in their respective folders.
We are constantly updating our reports. If you don't find a default report that suits your needs, you can build your own reports.
If you are a Power BI user, you may consider connecting 6clicks data to your Power BI.
Watch this video demonstrating these features: