This article describes how to copy and share your Avionté business intelligence reports. Please note: BI Reporting is an additional feature available upon request.
Making a Copy
1. To get started, maximize the report by clicking on the "Full Screen" icon so that you can set it up the way you want.
Filter options (on the left-hand side) must be setup prior to making a copy of a report with the desired data metrics. When ready, click Apply.
2. Next, click the "hamburger" icon and select Duplicate. All copied reports will be located underneath the last template folder: Sales.
Sharing Your Reports
You can share reports from within your template list, but in order to do so, they must be shared from a copied report.
1. Click the "share" icon next to your copied report.
2. After clicking "Share", a pop-up window will appear. Search for and select a recipient for the report, and click Save.
Note: sharing reports can only be with other Avionté HCM users that have BI Reports enabled.