Aha! Roadmaps | Reports overview

The reports overview is a central location for managing all of your roadmaps, analytics reports, saved views, dashboards, and presentations. With the reports overview, you can quickly locate and organize your reports using folders, search, filters, and favorites.

Click any of the following links to skip ahead:

• Use the overview

• Recents

• Favorites

• Shared reports

• Use folders

• Create a report

Use the overview

To open your reports overview, navigate to Roadmaps Library Overview.

• By default, the Saved reports toggle is selected, which provides visibility to saved views, dashboards, and presentations.

• If you are just getting started or you are looking for a report template, try the Example reports tab. Aha! Roadmaps comes with more than 75 prebuilt example reports, which are a useful way to familiarize yourself with reports, and to explore how you can best visualize your data. Click into any report to try it out — you can always modify it to fit your exact needs.

The overview's quick filters, located on the left sidebar, can be filtered to show All, Views, Dashboards, or Presentations. When you choose All, you will be able to see saved views, dashboards, and presentations.

Use the quick filter options on the left sidebar to filter the overview for Recents, Favorites, Created by me, Shared by me, and Shared with me. To further narrow your results, you can use the filter dropdowns located on the toolbar.

If you have selected Saved reports at the top left, you will see the following filters:

• Select between Saved and Example reports

• View the reports as either a Grid or a List

• Filter the reports by their Creator

• Filter the reports by the workspace they have been Shared internally with.

You can only view reports that have been shared in workspaces you have access to.

• Filter the reports by whether they have been Shared externally.

• Filter the reports by the Report type.

• If you are an administrator in your account, you can filter reports by Access.

  • My reports shows reports that you have created or have been shared with you.

  • All reports shows all reports in the account, so that administrators can organize them.

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Recents

When the overview is filtered to show All, the Recents section will show four of the most recently accessed presentations, dashboards, and views. If you click the Recents quick filter option on the left sidebar, you will see a complete list of recently accessed presentations, dashboards, and saved views.

The order of the reports in the Recents list is determined based on the date that you last opened the report.

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Favorites

For quick access to presentations and views, you can create your own list of bookmarked reports by marking a saved view, dashboard, or presentation as a favorite.

To bookmark a saved view, dashboard, or a presentation on the reports overview Grid view, hover over the top-left corner of a thumbnail image and click the star ⭐️ icon. If you are on the List view, hover to the left of the report name and click the star ⭐️ icon. Once bookmarked, the report will display with a yellow star ⭐️ and will be easily accessible from the Favorites quick filter. To remove a view or presentation from your favorites, click on the star ⭐️ icon to deselect.

You can also favorite a report from the report itself. Click the star ⭐️ icon next to the report's name, or favorite a particular saved view by clicking Views Saved views and hovering over a particular saved view.

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Shared reports

To share a saved view within Aha! Roadmaps, choose the workspace(s) and/or workspace line(s) with which you would like to share your saved view in the Shared with dropdown. Users with viewer, reviewer, contributor, or owner permissions to any of the workspaces or workspace lines where the report is shared will have access to the saved view.

To share a saved view with people outside of your Aha! Roadmaps account, open any report, and select one of the export options under the Share button on the top-right of the page.

• To fold your reports into a presentation, select Add to presentation. In your presentation, you can select the report's update frequency.

• To invite people outside of your Aha! Roadmaps account to view your reports, select Share as webpage. See this article for more details on sharing saved views as webpages.

• To export your list report for further analysis, select Export to Excel or Export to CSV. You can import from CSV to update data later.

• For a static version of your reports, export your report to PNG image or PDF document.

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Use folders

Folders help you organize saved views and presentations. To create and edit folders, you must have owner, contributor, or account administrator permissions. Enterprise+ users with a custom admin role may also be able to create and edit folders.

Contributors can only edit or delete folders that they have created. Admins and owners can edit or delete any folder.

To create a new folder, click the + icon next to the Folders section on the left side of the screen. To rename an existing folder, right-click on the folder name and select Edit.

Owners, contributors, or account administrators can add or remove saved views from folders in the following ways:

• Drag and drop: Drag the thumbnail image onto the destination folder or onto the folder name in the file path.

• Move to: Right-click on a saved view and select Move to. A modal will appear where you can select a destination folder.

• Save as: When saving a new view, select a destination folder from the Save in dropdown.

• Edit: When editing an existing view or presentation, update the Save in field to select the relevant folder.

Folders are not tied to a specific workspace, and they do not have permissions. They inherit visibility from the views within them. Contributors, reviewers, and viewers will only see a folder if they have access to at least one saved view or presentation within that folder.

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Create a report

To create a new custom report or roadmap from the reports overview, click Create report at the top of the page. This will open up the report builder.

From here, you have the option to start with an example report or create your own. The report builder will walk you through every step in the process. If you are new to reports in Aha! Roadmaps, it may be useful to think about the Aha! Roadmaps report building model. Otherwise, continue through the report builder, and enjoy the insights your data can bring you.

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