Navigating the SOMAX Reports

SOMAX automatically organizes your reports by type and allows folders for favorites and recently viewed reports. It also gives the option to create a report based on an existing report that you can then share with other users in your system.

Below is an example of what the reports page looks like:

At the very top is where your recently accessed reports are. 

Use the left menu to view different types of reports, including your favorites, which should appear with a yellow star next to it. To favorite or unfavorite a report, select the star. 

Select the report you would like to make public, select + Add Report at the top right, name it, and choose who can run the Report. Below is what your screen should like in the process:

Enterprise Customers will have three options:

1. Private only the user can run the Report
2. Site all users on the Site can run the Report
3. Pubic all users on All Sites can run the Report

Non Enterprise Customers will have two options:

1. Private only the user can run the Report
2. Site all users on the Site can run the Report