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Join provides a powerful suite of reports to communicate the real-time status of your project to the project team.
Join offers a full suite of built-in reports plus the ability to create customized reports that can be shared with the rest of your team. Join utilizes real-time reporting, meaning reports instantly update anytime a change is made that would affect the data in the report. This saves time from having to rerun the same reports when after every change. Reports can also be downloaded at any time to create a snapshot in time or shared externally in real time.
Report Organization
The Reports page organizes saved reports by report Type. The Reports page can also be sorted by Name, Visibility, Owner, or Last Updated date.
Visibility
You may choose to keep these reports private to yourself or share them with the rest of your team. A private report can be changed to a shared report at any time.
Owner
The report list includes a list of all reports that you have created and reports that have been shared with you. As the creator of these reports, you have complete control over them and can modify them if needed. If a report is shared with you, you won’t have permission to save changes to the report, but you can modify it and save it as a new report.
Accessing Reports on the Reports Page
Report names are linked to the report page. Each report can be saved, exported or shared once the report has been opened.
Tip: Navigate to recently viewed reports in the Reports fly-out menu. Hover over the Report icon to open the Recent Reports fly-out menu.
Throughout the app, there are also links to quickly access some of the most used built-in reports. For example, on the Milestones page, there are links to the Milestone Report, Variance Report, and Items List.
