Reporting and Analytics lets you view standard reports directly in RecordPoint. In this version, you can open reports and apply filters to explore the data.
What’s new
You can now access standard reports from within the RecordPoint user interface, without needing to navigate to a separate reporting tool.
Who this is for
Application Administrators who need access to reporting views
Records Managers who need reporting visibility for governance and operational insights
For more information about built-in roles, see User Roles.
Where to find it
In the left navigation, select Reporting.
This opens Reporting and Analytics in a new browser tab.
Reporting (left navigation): Opens the embedded Reporting and Analytics in a new tab.
View a report
In RecordPoint, select Reporting from the left navigation.
In the new browser tab, under Your Reports, find the report you want to view.
Select View Report on the report card.
Reporting and Analytics page showing Your Reports with report tiles.
Your Reports: Lists the reports available to you.
Report tile: Shows the report name and description.
View Report: Opens the selected report.