Documentation Index

Fetch the complete documentation index at: https://help.agilityblue.com/llms.txt

Use this file to discover all available pages before exploring further.

Viewing the Reports Page

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To view the available reports within a workspace, navigate to main context menu located in middle of the blue menu bar and choose reports from the drop down picker.
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Select the report you wish to run by clicking the name. Once selected the report will populate with a set of default values. Reports vary widely from simple tabular styles to visual representations of data and a variety of filters may be available depending on the report. To export a report choose the download icon at the top and select from the availble export types.
View report page 2 png.png