Reports have moved into one place

Hi there,

Finance, Sales & Marketing, and Operations reports now live together in one Reports area. You can also favourite the reports you use most and search across the full library.

How to explore reports:

1. Go to Analytics. Select Reports.
2. Expand a category (Finance, Sales & Marketing, or Operations) to show its reports.
3. Select a report to view it.

To favourite a report:

1. Find the report you want.
2. Select Add to favourites (the star icon) next to the report name.

Favourited reports appear under Favourites at the top of the list. You can reorder them at any time.

To search for a report:

1. Go to the search bar at the top of Reports.
2. Type a keyword to search for reports, or ask AI Copilot to find what you need.

Why have we made this change?

Reports used to sit in three different sections, so it was hard to know where to find them. Bringing everything into one place, with ways to save and search for the reports you use most, helps you find information faster.

Related help center articles:

• Reporting Library
• Favourite reports
• Searching for reports

Thanks, The Lavanda Product Team