top of page

Report Management

Create folders and reports, and group folders or reports in other folders

Report management - overview

OIBIS report management screen showing OWN and SHARED tabs for managing personal and shared reports.

1

3

2

4

1

Right-click the report screen's header row to add a new folder or report.

2

Click the folder icon to add a new folder, or click the report icon to add a new report.

3

Drag and drop reports or folders into other folders.

4

Right-click a folder or report for a number of options.

Report settings

OIBIS report management page with right-side panel open for changing report settings and styles.

2

1

1

Click the settings icon to open the report settings side panel.

2

The report settings default to your company's settings, which you can update here to your liking.

bottom of page