Using reports: filters, date ranges, exporting, and sharing

Filters, favourite filters & date ranges in Reporting

Filtering the data

1. Select your report: choose the report you want to see.

2. Apply the filter: click the Filter button at the top.

3. Select the filter: you can filter by date, time, values, and more.

4. Enter your value: in the filter dialog, enter the criteria and hit Enter.

5. Choose your filter criteria: select one of the options like:

   • Includes / Does Not Include

   • Equals / Is not equal

   • Starts with

   • Greater than / Less than

6. View your filtered data: only matching rows are visible.

7. Remove a filter:

   • click the “x” next to a filter, or

   • clear all filters using the Clear filters button.

Favourite filters

Save commonly used filters as favourites to reuse them quickly (for example: “Non-compliant assets”, “Uploads last 7 days”, “Downloads by user”).

Exporting and sharing reports

Exporting the report

1. Navigate to your desired report.

2. Click the Export button on the right.

3. Select the columns you want to include in the exported CSV file

Sharing a filtered view

You can share the filtered view by sending the URL while your filters are applied.

Additional tips

• Use multiple filters for more refined results.

• Click on the file name for direct access to the asset in the preview layer.

• Hover on the file name to preview the asset directly inside the report

• Copy a user’s email by clicking on their name.