Start reporting from Workspaces, Search and Inboxes

Last updated: February 20, 2023

The "Add to" feature makes it easy to start reporting directly from any post list in Search, Inboxes, and Workspaces. Just click the Add to button to add the selected posts to a new or existing Report.

Add to an existing Report

Add selected posts from any post list in Search, Inboxes, and Workspaces to an existing Report.

1. In Search, Inboxes, and Workspaces: Use the multi-select functionality to select posts and summaries from the post list.
2. Click the Add to button and then the Report tab. Select a report in the drop-down to add the selected posts. Click Add to confirm your selection.

Add to a new Report

Start reporting directly from any post list in Search, Inboxes, and Workspaces.

1. In Search, Inboxes, and Workspaces: Use the multi-select functionality to select posts and summaries from the post list.
2. Click the Add to button, select Report, and then “Create new report” to add the selected posts.
3. In the report Edit form: Enter the name of the new report, select a template and recurring option, and save.
4. Choose “Stay on page” or “Go to new report” to finalize the report.

User Access: The "Add to" feature is available for all users. The Report module is only available for superusers. superusers