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  4. Reports

Reports

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  • In which formats can I export my report(s)?
  • What capabilities do I have based on my report access level?
  • Are there any restrictions on who I can share my reports with?
  • Does the report content vary or change over time?
  • How do I know if my report needs a cache refresh?
  • How can I specify default columns on reports?
  • What's the difference between dynamic query and list based reports?
  • Why can't I see any saved views or metrics column in the table for my reports?
  • How long is my report saved?
  • Can I undo deleting a report/chart?
  • When is my report's data generated- when the report is created or when the report is viewed?
  • Can I download my reports in a PDF format?
  • What is the difference between the Funding Report and the Funding Details Report?
  • How do I report on Opportunities in my sales plans or solutions?
  • How can I report on Budget Items?
  • Can I create reports across multiple Sales Plans, Solutions, or Marketing Programs?
  • Can I see archived resources on my reports?

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