Every report you have access to is listed on the Reports page. Select Reports in the left-hand navigation to open it.
What the Reports page shows
In the reports, the page is titled All reports and lists reports from every teamspace you belong to, newest first, grouped by when they were run. Each report card shows:
The subject's name and photo or logo, with a one-line summary of who or what they are
Risk icons for each section of the report. Hover over an icon to see the section name and whether risk was identified. See Navigating Xapien Report Icons
The date and time it was run, and who ran it
The template used and the teamspace it lives in (or your Private space)
A status of Queued, Generating or Failed while a report is in progress or hasn't completed
A Shared badge on reports someone has shared with you directly, and a dot on reports you haven't opened yet
Onward research reports are nested underneath the report they were run from.
Hover over a card to see two extra controls: Add tag in the bottom-right corner, and the ⋮ menu in the top-right corner, which offers Open in new tab, Copy share link, Download as PDF, Move report, Mark as read or Mark as unread, and Delete report.
Opening a report
Select a card to open the report. The report sidebar on the left holds the section navigation, the Report and Timeline tabs, and the Share, Export and tag controls. Ask Xapien sits in the top-right corner of the report.
By default reports open in the same tab. To open them in a new tab instead, turn on Open reports in new tab under Settings, Customisation.
Finding a report
Use the search icon to search by subject name. Results match exact names first.
The filter bar offers:
My reports: only the reports you ran. This quick filter is off by default; turn it on under Settings, Customisation with Show 'My reports' filter.
Unread: reports you haven't opened yet.
Run by: the colleague who ran the report.
Select Show more for:
Subject: Person or Organisation.
Dates: reports run in a date range.
Templates: reports run with a particular template.
Related reports: onward research reports and their parents.
Tags: reports carrying a tag. See How to use tags.
Active filters show a count of matching reports. Select Show less to hide the extra filters again.
Reports run inside a teamspace are visible to every member of that teamspace. Reports in your Private space are visible only to you and your Organisation admins. See Using Teamspaces.