Save & Share Avaza Reports

By November 8, 2017 Reports 3 Comments

Just launched! Our Reports dashboard has a new look & feel, with options to search, save & share reports with your team members, view popular reports and much more!

We’ve made powerful reporting even more powerful! Favorite reports to make them easier to find, save reports with your desired filters and re-run them in seconds, or share reports with your team members as needed.

We’ve made it easier than ever for you to keep track of all the important metrics for your business, with numerous report variations available to you based on your specific needs.

Navigate to Reports to see our new reporting dashboard.

Figure: Choose Between Standard, Popular, Favorite & Saved Reports

Standard Reports

View all Avaza reports available to you (based on your user role). Reports have New and Popular tags, to highlight reports that have recently been introduced or are considered popular by our team.

Search for reports using our new search field, or find reports in the appropriate section: Project Management, Finance, Expenses, and Exports.

Figure: Search through Standard Reports

Popular Reports

Based on our team’s input we have highlighted the most popular reports in Avaza. Use this tab to quickly find a useful report for your needs, or check out the reports our team thinks you should definitely explore!

Favorite Reports

Have a few reports that you turn to again and again? Clicking on the Heart icon favorites a report, and adds it to your Favourites tab.

We list Standard reports and Saved reports separately in the Favorites Tab.

Figure: Favorite a Report to Add it to your Favorites Tab

Saved Reports

Tired of choosing filters again and again?

While viewing any Avaza report, you can now click on the Save As button and save the report filters.

Save & Share ReportsFigure: Use Save As Button to Save Report Filters

Enter a Title for your Saved Report, as well as a Description, and choose whether it will be visible to just you, or other team members (based on user role) as well.

Save & Share ReportsFigure: Enter Report Title, Description and Sharing Preferences

The Saved Reports tab has sections for:

My Private Reports: All Saved reports that you have marked Private.
My Public Reports: All Saved reports you have shared publicly.
Reports Shared by Others: All Saved reports made public by other team members.

Save & Share Avaza ReportsFigure: View All Saved Reports, Including those Shared by your Team

We’re extremely excited about this upgrade to our reporting module! We know a lot of you have been waiting a long time for this and would love to hear your thoughts, suggestions for reports that should be tagged Popular, or other feedback you may have!

3 Comments

  • Dave Mailer says:

    Long awaited but looks like it was worth the wait. Looks great and appears to be very intuitive.

    The ability to save reports will save us significant time at month end and will reduce the risk of errors (from setting filters incorrectly).

    One additional feature would make it perfect – the ability to lock (preferably hide) filter fields so that the person running the report can only change designated fields. For example we have a set of reports where the only fields that the person running the report should be able to change are the user and dates fields. How about adding a list of the filter fields applicable to that report to the save-as pop-up. With a checkbox against each field. Checked fields would then be hidden when the report is run.

    Pretty please 🙂

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