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Reporting Overview


The Reporting page displays several platform metrics, along with platform-level views created in the Platform Settings Reports section, giving you an overview of all data in your platform. To access the Reporting page, simply click on the reporting icon on the header bar.

Reporting Navigation
This icon is only visible to platform admins or members of a Shared Role that has been given access to a platform-level view.
Reporting Overview
‘Usage’ section of the Reporting page.

In the image above, the two sections on the left-side navigation outlined in red (‘Usage‘ and ‘SLA Stats‘) are only visible to platform Super Admins.

  • Usage: This section displays several platform metrics and a couple graphs (‘# of Records Created Each Month‘, and ‘# of New Users Created Each Month‘).
  • SLA Stats: This sections displays and gives an overview of all SLAs on your platform.

Outlined in blue are all the platform views created in the Platform Settings: Reports section. Super Admins will always see all views, but other users will only see views they have been given permission to in the view’s security configurations.

Next Steps

Learn how to create and manage platform-level views in Platform Settings: Reports.

Updated on March 23, 2022

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