Review the Report List

Creation date: 6/12/2026 11:17 AM    Updated: 6/12/2026 11:17 AM

Overview

This article helps you review the reports already available to your organization. You may need this when you want to confirm what exists before opening, sharing, or creating reports.

Before you begin

  • You need access to Reporting (Arbol).

Steps

  1. Click Config.
  2. Click Platform Settings.
  3. Click Reporting (Arbol).
  4. Review Report Name.
  5. Review Description.
  6. Review Created.
  7. Use Edit Access or View for the report you need.

Troubleshooting

  • If the list shows Loading reports..., then wait for the report query to finish.
  • If the list shows No reports found, then install a report from Report Library or click Create Report.
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