Reports Library Guide

Overview

With our new Reports Library, managing and navigating reports in Supermove has become easier and more efficient. Many of our customers maintain more than the standard five global reports offered, and this enhancement provides a streamlined way to access, organize, and utilize all available reports. The new layout groups reports into easy-to-navigate categories, making it simpler for you to locate specific reports based on your needs.

Accessing the Reports Library

The Reports Library can be accessed via the Reports Tab, where you’ll see all reports associated with your account conveniently displayed in a sidebar. Reports are grouped by category, allowing you to quickly find the report you need. Categories are defined and maintained by Supermove, but companies have the flexibility to move reports between categories to better fit their workflow.

Key Features

1. Reports Sidebar
   The sidebar lists all available reports, grouped by category, for quick and easy access.
2. Admin-Only Editing
   Administrators can edit the details of each report, including renaming, updating descriptions, and categorizing reports to suit their team’s needs. Admins can also remove reports from the company account if necessary.
3. Self-Serve Reports
   The Reports Library is designed to be self-service, allowing users to find, add, and manage reports on their own without needing to contact support.

Adding Reports from the Library

In the top-right corner of the Reports Tab, you’ll find the “Add Report” button, which opens the library of standard reports. Here, you can browse and add reports as needed.

• New Reports: Recently created reports (within the last 30 days) are highlighted at the top of the library.

• Already Added Reports: If a report has already been added to your account, it will be marked as “Added” in the library. A helpful callout at the top of the library also indicates which reports are already available in your account.

Add as Custom

For reports that are already part of your global reports, companies can choose to add a custom version. This custom report is separate from the global version, allowing for specific customization that isn’t tied to the global library.

Filtering, Sorting, and Searching Reports

The Reports Library includes advanced filtering, sorting, and search options to help you find exactly what you need:

• Filter: Use the filters to narrow down reports based on your preferences.
• Sort Options: By default, reports are sorted by the newest additions. However, they can also be sorted alphabetically or by popularity, based on how many companies have added them.
• Search: The search function allows users to search reports by name for a quick way to find specific reports.

Managing Report Categories

Supermove has designed predefined categories to help organize your reports. Although categories are managed by the Supermove team, companies can reposition reports into different categories as needed to match their reporting structure.

Summary

The new Supermove Reports Library simplifies accessing and managing reports. Organized into categories with filtering, sorting, and self-service options, it’s easier than ever for companies to find and customize reports independently. For further help, contact our support team.

Note: If you have any additional questions, be sure to contact Supermove Support at [e-mail].