Generating and Downloading Reports in Your Naologic Workspace

Generating and downloading reports in your Naologic workspace allows you to analyze and gain insights from your data. You can create reports from company and private reports, as well as access available system reports from the report center. In this article, we will walk you through the process of generating and downloading reports in your Naologic workspace.

Accessing the Report Center

To navigate to the report center, follow these steps:

1. Locate the More button in the global navigation and hover over it to expand the dropdown menu.

2. Find the Report Center option and click on it.

Generating a Report

To generate a report, follow these steps:

1. In the report center, you will see the Company Reports section, where you can view your company and private reports. You will also see the System Reports section, which includes pre-built reports by Naologic.

2. Choose the report you want to generate by clicking the Generate button next to it.

3. Select the report start date and end date. These dates determine the timeframe for the data included in the report.

4. Click the Generate button to start the report generation process.

Once you've initiated the report generation, you will receive a notification when your report is ready to be downloaded.

Downloading a Report

To download a generated report, follow these steps:

1. Go to the Report History tab in the report center.

2. Locate your report in the table. If you are unsure which report is yours, check the report name, the creator, and the date it was created.

3. Hover over the report, and you'll see the option to Download.

4. Click the Download button, and the report will automatically be downloaded to your computer or local device.

After downloading the report, it will be available in your device's download folder or the designated download location. You can now open and analyze the report using your preferred spreadsheet or data analysis tool.

In conclusion, generating and downloading reports in your Naologic workspace enables you to access valuable insights and analyze your data. By following the steps outlined in this article, you can efficiently generate, download, and analyze reports, allowing you to make informed decisions based on your data.