Note: Login details are provided by GoReport after customers have provided us with their e-mail addresses. If you cannot remember your login details please try resetting your password.

Report Actions

Select anywhere on a report to view the report details and all the 'Actions' available for that report will appear.

Tip: A pen icon will appear when you hover over a report name. Select the Pen icon to open and edit the report.

Select More to view additional options.

Scroll down to the bottom of the Report Details side panel to view the Tags section. You can add, edit and delete Tags by selecting Add Tags.

You can edit multiple report details simultaneously. Using the check boxes, select multiple reports to edit report details, edit tags or archive selected reports.

Note: The ability to merge multiple reports and publish multiple reports is only available if data captures in the selected reports are the same.

Select X to close the side panel and deselect the reports.

Transcriptions

Select Transcriptions to view all transcriptions.

Select a transcription to Review or Delete the transcription.

Activity

Report actions such as publishing, cloning, merging and transcription are all recorded under Activity.

Select anywhere on the row to view the activity details for that item.

Data Captures

Admin users will have the option to view and edit Data Captures.

Note: Select Data Captures to open the Management Portal.

Users

Admin users have the option to view and edit Users.

Settings

Select Settings to view and edit:

Personal Settings
Account Settings
Security
Appearance
Teams (Admin Users Only)
Tags (Admin Users Only)

Help and Support

Select Help to open GoReport's Knowledge Base and get 24/7 access to our help guides and support material.

Contact

Select Contact to view our contact information.

Additional icons

Select the icon below to hide/reveal left side panel.

Click on the Toggle Fullscreen icon to expand the page to full screen mode.

Select the Recent Activity icon to view all the recent activity in the users account.

Select the Logout icon to log out of the account.

Customising your Reports' List

The web portal will automatically open on the Active reports list. Active reports are reports with the Status Draft / Uploaded and the report list will display the first 100 reports.

Draft	A report that has been created on the web portal is automatically given the status of Draft. Reports with this status will appear in the 'Active' reports list.
Uploaded	A report that has been created on the app and uploaded to the web portal is automatically given the status of Uploaded. Reports with this status will appear in the 'Active' reports list.
Completed	A report that has been completed and the status has been changed manually by the user. Reports with this status will not appear in the 'Active' reports list.
Archived	A report that has been archived and the status has been changed manually by the user. Reports with this status will not appear in the 'Active' reports list.

On the right side of the screen you will see the options for Columns, Filters, Grid Settings and Grid Export.

Columns

From the Columns tab, you can choose which columns will be displayed on the reports list.
Using the tick boxes select the column names to add or remove columns from the reports list.

Use the Search bar to look for a specific column name.

The reports can also be grouped by a "row value". In the example below, we will group all the reports by the "Author Name".
Select the grid icon beside "Author Name" and drag it under the 'Row Groups' section (as shown below.)

Note: It is not possible to group selected columns that are specific to a report i.e. ID, Name, Reference etc

The reports have been grouped by 'Author Name'.

To remove the grouping simply select the X icon beside the column name.

Filters

Select Filters to view the filter options.

By selecting the Column Name, you can expand the filter options.

Grid Settings

In this section, you can adjust the size and settings of your columns, remove pinned columns and reset sorting.

You have the ability to drag and drop columns around, and you can also pin a column.

When a column is pinned a line will appear on the pinned column.

Grid Export

Grid export gives you the option to export the report details of all reports in the current view (up to 100 reports) to an XLS or a CSV file.

Tip: Reports DO NOT need to be selected before exporting.