Review and Evaluate Progress with Reports
  • 30 Jan 2023
  • 2 Minutes to read
  • Contributors

Review and Evaluate Progress with Reports

Reports in Cascade create experiences that assist in the process of reviewing and evaluating progress by observing in-detail raw data of the past, and turning them into actionable narratives. We assist you in the reviewing process by enabling frozen images of the reports in time - "Snapshots"!

Click Save a Snapshot to take a screen-grab of your report at that point in time. The Save to Report History dialog box opens, enter the name for the snapshot, and select the folder where you need to save the report to. If there are no folders, it'll ask you to create a new one. You can keep creating new folders as you work.

Remember that only those with Admin privileges, or has edit permissions on a report can take a snapshot! 

If you wish to change the folder name, you can do it in this dialog box by clicking Change the folder name! Once the folder is created or selected, the snapshot will be saved there. You can use this to present or analyze your progress and make logical decisions.

Snapshots are just images (screenshots) of the reports which can be saved and shared. You cannot edit the data in Snapshots. These can be used to understand, analyze, and make logical decisions to achieve your progress. The snapshots will be available unless and until it gets deleted or the report from which it was taken is deleted!

At any point in time, if you wish to see the snapshots that're stored, click Archive. This opens the Snapshots view, where you can see the snapshot created date, the Report from which the snapshot was taken, and the snapshots saved in different folders. Expand the folders, and click on the snapshot you wish to view, or if you wish to delete, click the three dots against it, and click Delete. You can change the name of the snapshot by clicking the three dots against it, and clicking Change Name.

Click Back to Edit, if you wish to work further on the report data!

The other actions that you can do are:

  • Click (undo) and (redo) to undo and redo your previous and latest actions on reports.
  • Click Share to share the report with the users in your workspace. Type their email addresses, give view-edit access, and click Share. They'll receive a notification (if enabled) that a report is shared with them. Remember that, only the report creators, or the users with Admin role can give permissions!
    However, you cannot print or export reports at this point in time!
  • Click Presentation icon(presentation) icon to enter the presentation mode - this will open the report in a dynamic pdf view where you can analyze the data, and interact with the various components in a quick glance!
  • Click the(comment) icon. This will open the Comments sidebar - leave a comment (use rich-text, align, apply styles), use "@" to tag someone/team in the workspace, and click Send. If you've enabled the notifications for "Someone mentions me" in your profile settings, then you'll receive a notification in-app/email/both. You'll also see an orange dot in the comment icon if you're mentioned but have not yet seen it. You can add comments to the reports and snapshots as well!

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