The Reports page lets you create, customize, and export structured views of your asset library for tracking approvals, status, expirations, and compliance information.
Instead of reviewing files individually, you can generate a filtered report that reflects exactly what you need to see, and reuse it anytime.
Creating a Report
Click Reports in the left sidebar.
From there, choose how to start:
Click New Report to open the report builder and build your own view from scratch, or
Click any of the existing templates (Full Report, Approvals Log, or Expiring Soon) to run it right away with its filters and columns already set up.
If you're building your own, search your asset library and refine the results with filters like status, file type, tags, dates, and other criteria.
Click Columns to choose which columns appear, and use the Sort menu to choose how the results are sorted.
Click Save Report, give the report a name (and an optional description), choose Who can see this, and click Save to keep the report so you can run it again later.
Saved reports appear under Saved Reports on the Reports page, where you can search them and mark one as a favorite (the star icon) so it appears under Favorites at the top of the page. A report's favorite star is shared by everyone who can see it, so only the report's creator or an admin can change it.
Private and shared reports
A new report is private to you when you save it. Under Who can see this you choose its audience:
Only specific people keeps it private, or shares it with the people, groups or roles you add. The report's creator and admins can always see it.
Everyone in the company makes it visible to all your teammates.
In Saved Reports, a restricted report carries a lock badge that reads Private or Shared with N. To change the audience later, open the report's menu and choose Share…, or click the sharing button at the top of an open report. Only the report's creator or an admin can share, edit, favorite or delete it.
Anyone a report is shared with can run it, export it and Duplicate it. A copy of a restricted report stays visible to everyone the original is shared with. Sharing with a paused group or role takes effect once it is active again.
Templates
Prebuilt templates help you get started quickly:
Template | What it includes |
Full Report | Complete asset inventory and metadata |
Approvals Log | Approved or expired documents |
Expiring Soon | Files approaching expiration |
Templates can be used as is, or customized with your own filters. You can also make a template your favorite from the star icon on its card, right alongside your saved reports.
Reports can be exported for external use in:
CSV
Excel (XLSX)
PDF
Exports reflect the current filters, columns, and sorting applied in the report (and only the selected rows, if you have selected any), making it easy to share relevant information or analyze data outside Warrant.