Understanding Your Reports Dashboard

The Reports dashboard graphically shows the current status of the secured entities - Lists, Screener Groups, and List Entries, through bar charts showing the state of the Actions and the Count of the secured entity. For more information about secured entities, see Secured Entities.

The dashboard allows you to perform these tasks:
  • Refresh reports: Click the Refresh Report icon to refresh the reports.
  • Filter reports: Click Create Custom Report at the top-right corner of the dashboard to filter the reports. For more information, see Creating Custom Reports.
  • Download reports: Click the Menu icon at the right corner of the secured entity to download the report in three formats as listed below:
    • SVG
    • PNG
    • CSV
  • View List Entries status: Select a List from the drop-down menu of the List Entries to view the status of the List Entries that belongs to a particular List.

Viewing status of secured entities

The dashboard is divided into three sections, one each for Lists, Screener Groups, and List Entries.

For Lists and Screener Groups, the information block on the left side displays these details:
  • Total: The total number of Lists or Screener Groups defined in the system.
  • Inactive: The number of inactive Lists or Screener Groups in the system.
  • Active: The number of active Lists or Screener Groups in the system.
    The bar chart adjacent to the information blocks displays the number of Lists or Screener Groups in various stages of action, such as:
    • Create
    • Modify: The colour coding further segregates the entities based on whether the modification is approved or is pending approval.
    • Enable
    • Disable: You can see how many disabled entities have been approved, how many are still pending approval, and the number of rejected disablement of entities.
    • Delete: Shows the number of approved deletions and rejected deletion.

In case of List Entries, use the List drop-down menu to select the entry for which you want to see the details. All the information described above for Lists and Screener Groups are displayed for the selected list entry.