Accessing the Report Module

This section describes all the possible ways to access the Report module on the platform.

Check out the various ways to access the Report module and the Create New Report options using the BDB Platform homepage.

Various ways to access Report module & Create New Report option

Accessing the Report Module

Accessing the Report Module from the Left-side Panel

• Navigate to the homepage of the platform.

• Click the Report module icon provided on the left-side panel.

The Report module icon provided on the Platform Homepage

Accessing the Report Module from the Apps Menu

This section covers how to access the Report plugin using the BDB Platform.

• Navigate to the homepage of the platform.

• Click the Apps menu icon.

• Click the Report module.

Accessing the Report module from the Apps menu

Accessing Create New Report Option

• Navigate to the Platform homepage.

• Right-click anywhere on the My Documents or Public Documents blank space to get the context menu.

• Click the Create New Report option form the context menu.

OR

• Navigate to the Platform homepage.

• Click the Options icon to open the context menu from the Platform Homepage.

• Select the Create New Report option from the context menu.

Two ways to access the Create Report option on the Platform Homepage

Please Note:

• The user can search for a specific Data Store by using the Search bar.

• Navigate back to the space where the Report document creation was intended (i.e., In this case, Navigate to the My Documents space).

• You can see the newly created Report document added to the My Documents space.