Verify Executive Analytics Report

The creator of the Executive Analytics Report or any other users with access to it can verify a report’s status.

1. Go to Configuration > Dashboards and Report Management > Executive Analytics Report.
2. Click on the report’s entry in the report list to display its record.

3. Select the History tab. This is a log of all actions taken and a history of the report if it has ever been overwritten.

4. If the report was rejected, the creator has to click Actions > Enable Editing in order to make required changes and to resubmit the report for approval.
5. Once the report is approved, an Email option is enabled in the Actions menu, allowing you to send the approved report to client contacts or any one with permissions to view it.