Report preferences

Tags: Flow

Report preferences allow you to customize the appearance of your reports and report filters based on your organizational needs. Find Report settings in the left navigation on the Settings page.

Who can use this?

 Core
Plus
 
  


Permissions

You need the Configurations permission to modify Configuration report preferences.

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Setting report timezone

Timestamps appear in Flow reports and emails. Set the timezone so Flow shows the correct timestamps in reports and emails.

To set the timezone:

  1. In the top navigation, click Settings.
  2. In the left navigation under Report Settings, click Messages.
  3. Click the Personal settings tab.
  4. Under Email preferences, select your desired timezone.
  5. Click Save changes.

Note: Changing the timezone doesn't affect anyone else in your Flow organization.

Configuration report preferences

To change Configuration settings:

  1. In the top navigation, click Settings.
  2. In the left navigation under Report settings, click Configurations.
  3. On the Configurations page, click Report preferences tab.
  4. Set your configurations. Learn more about these settings below.

Repo picker

The Repo filter toggle shows or hides each repo’s associated repo group in the repo filter.

Find the repo filter toggle in Configurations under the Report preferences tab. Find the repo filter at the top of every report page.

When Show Groups is toggled On, the repo picker displays repo groups in parenthesis after repo names. Flow toggles show groups On by default.

When Show Groups is toggled Off, the repo picker displays repo names only.

Edit default chart options

Chart options sets the default setting for industry benchmark metrics for each Fundamentals report. Find Chart options in Configurations under the Report preferences tab.

If a Chart option is toggled off, the benchmark doesn't appear in the report. Learn more about industry benchmarks.

To set the Chart options:

  1. Toggle the Chart options on or off for each report.
  2. Click Save changes in the bottom right.

To view benchmarks in Team health insights:

  1. From your Flow home, click Team health insights in the left navigation.
  2. Click the metric you want to view.
  3. Check the Benchmarks box under that metric’s graph.

To view benchmarks in Submit fundamentals and Reviewer fundamentals:

Note: Submitter fundamentals and Reviewer fundamentals reports are only available in Flow Enterprise Server.

  1. From your Flow home, click Submitter fundamentals or Reviewer fundamentals in the left navigation.
  2. Select Benchmarks in the Show filter.

Changing selections in the Show filter doesn't change the chart options you set in configurations.

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If you need help, please email Support (opens email form) for 24/7 assistance.