Cross-Linking Users in Reports

Updated 4 months ago by Jaala


Cross Linking helps you view a User's data from one report to the next, without having to adjust your filters. 

How to Cross Link a User

Using one of the following 6 reports, Work Log, Snapshot, Review Collaboration, Player Card, Knowledge Sharing and Project Timeline, you can cross link any User easily from one report to the next. 

Step 1: Click on the User's name you wish to view in another report. In the Work Log you will see the ellipses next to the User's name. 

Step 2: Clicking on the ellipses will open up a menu where you can select which report you want to view next. 

Step 3: Once you have selected the report from the list, you will be directed over to that report and the report will be filtered to the User selected.

Still have questions about Cross-Linking? Email us at or click on the chat icon in the bottom right corner of your screen.

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