The Gravity implementation team will have already set up your account in Gravity. Log on to Gravity using the email address and password provided by the IGM implementation team. In the top left of the Gravity window, you will see “Reports” and “Backups”. Reports are active reports being worked on in Gravity. Backups are static reports that have previously been completed in Gravity. Your work will be completed in Reports. You can search for reports in the search bars provided.
Along the top right of the blue bar are:
Info sign leads you to Gravity’s Knowledge base. Gravity’s Knowledge base contains helpful articles, videos, and frequently asked questions that can help you solve problems in Gravity. To access the knowledge base, you will have to have an Atlassian account.
The four boxes to the right of the info sign are where you can access Google apps associated with your Gravity account. Your Google Drive will contain training recordings and the documents associated with your Gravity reports.
The status bars to the third from the left are where you can access “Datasources” or “PowerBI Dashboards” if you have purchased that from Gravity.
The inbox fourth from the left is the notification menu, where you can see the different commands you have prompted from Gravity.
The gear is the settings panel where you can access properties. This is generally restricted to admin users.
The person icon in the far right is your account and profile, where you can access your personal information and settings.
Each of the colored circles represents a different reporting context. As of 2025, some of these reporting contexts are depreciated and cannot be accessed. The “Reporting” context is where your reports will be.
Within the reporting context, there are various folders depending on what type of reports you utilize Gravity for. It is important to note that if you do multiple reports through Gravity, you will have to select the appropriate folder to
There are two ways to open a report, either click on file and then select “Open Report” (you will have to click “Enter” on your keyboard after you have selected the report you want to open. Alternatively, you can find the report in the screen below the colored circles.
Report Dashboard
My Workflow Status: This pie chart outlines what stage the report is in and how many documents are at what workflow step.
To the left is the report tree, which is made up of folders and files. The report tree sets the structure of your report and will print from top to bottom.
To the right is “My Tasks” panel which will show which objects need to be worked on.
In the bottom panel, you will see the recent changes report.
After you open an object in the report, you will see tabs about the current object. This allows you to quickly change between files to accelerate your work.
Uploading a file
Implementation will have already set up most of the data structure for the report, but if you need to upload a file to your report, follow these instructions.
Click on the three dots beside the item you want to be above your file.
Click on “Add Child” or “Add Sibling”
Then add the file you want. Before uploading a file, you need to know the type of file you are uploading. If you do not know, it will not be able to upload the file.
Best Practices:
If you want to insert a file between two files, click on the file you want to be above the new file and add click “Add Sibling”.
Description of Sibling and Child file relations:
Sibling folders or files are at the same level as the folder, and we will be added just beneath the folder you are adding the sibling to.
Creating child folders or adding a file will always place that folder or file on top of all other folders and files. Only folders can have child folders or files; child folders or files are nested inside of the parent folder. Another way to think of this like nesting dolls where the biggest nesting doll is the report itself, and then each section of the report fits inside the report, and the files and folders within those sections fit inside those dolls. To create a child folder is to create a file that fits within that folder. To create a sibling folder is to create a folder that stands between the folder but still fits inside the parent folder.
Note:
As of 2025, there is no drag and drop functionality to Gravity’s reporting structure. If you need to reorder a folder’s contents, you can paste the file you want on the bottom as a sibling to the last item.
How to Delete a Document:
To delete a document from the report tree:
Click on the overflow menu to the right of the object you want to delete.
Click “Delete” in the menu that appears.
Confirm that you want to delete that object.
In the top right-hand corner of Gravity, you will see a confirmation message that the file has been deleted.
Workflow steps:
The workflow functionality of Gravity allows for you to show what stage work is at. For instance, if someone submits something for review, they can signal this by changing the workflow step. To change the workflow step:
Click on the three dots to the right of any object.
In the menu that appears, select “Workflow Step”
Select the desired step in the workflow. This will automatically populate the workflow status chart in the center of the report.
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