How to manage and organize reports in the Report History?
To manage and organize reports in the Report History, you can follow these steps:
Access the Report History: Log into your Filio web account and navigate to the Report History section.
Search and Filter: Use the available search and filter options to locate specific reports based on criteria such as name, date, creator, or other relevant parameters. This helps you narrow down the list of reports and find the ones you need.
Sorting: You can sort the reports based on different parameters like name, date, or creator to arrange them in a specific order that suits your preference. This makes it easier to locate and organize the reports.
Edit Reports: If you need to make any changes to a specific report, click on the edit icon or the designated option to open the report for editing. You can modify the report contents, add or remove sections, update information, or make any necessary adjustments.
Delete Reports: If you want to remove a report from the Report History, select the corresponding option to delete the report. Confirm the action if prompted for confirmation. Note that deleting a report will permanently remove it from the Report History.
Share Reports: You can share reports with others by using the sharing options provided. This may involve generating a shareable link or specifying email recipients to whom the report will be shared. Ensure that you have the necessary permissions to share reports and consider any restrictions or limitations in place.
By applying these practices, you can efficiently manage and organize reports in the Report History section of your Filio web account, ensuring easy access and effective collaboration with team members or stakeholders.