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What are hidden reports and how are they used?

Hidden reports are reports that are not available from the reports / dashboards list, but are accessed via another mechanism (usually a calculated URL field on an entity).

These reports are hidden from the reports / dashboards list because they are more practically used within the context of a specific entity. For example, the Milestone Certificate report can only be drawn for one milestone at a time and is therefore only  available from the Task >> View page of a milestone.

faq_hidden_step1.png

The Milestone Certificate for that specific milestone will open:

faq_hidden_step2.png

Hidden reports are shown in a hidden category on the User Group >> Edit page. The same rules still apply: the user group must have access to the report in order to view it (even though it is not accessed from the reports / dashboards list).

faq_hidden_step3.png

How do I go about setting this up?

To request a hidden report to be created, complete the normal custom report specification and clearly indicate that the report must not be available from the reports / dashboards list.

Also ask for the calculated URL field to the report to be implemented.

For more information on custom reports, see the following FAQ.

For more information on calculated fields, see the following FAQ.

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