Choosing a report

Replicon offers a number of default reports that you can run to view and understand data related to your role. You can also create new reports.

Refer to the following topics for information on what reports may be useful to you:

FAQs

Is there a list of what fields are available in each default report?

The Reports Field Matrix spreadsheet lists report fields by report template. Each default report is based on one of these templates. To find out which template a default report is based on:

  1. Go to Reports.
  2. Select the default report from the list.
  3. Click the Settings button.

The template the report is based on is listed in the Report Type field, in the top, right-hand corner of the dialog that displays.

Related links

Using Replicon reports (video)
Using Replicon and Polaris reports
Scheduling a report to be emailed regularly
Reports Field Matrix
Adding a report based on a template