Reports

Saving Reports for Later

2min

In some cases there will be reports you will want to run regularly. Rather than enter in the specific filters every time you want to run it, you can save a report configuration for later use. The saved report configurations will be available in the Saved reports section. Selecting a saved report will apply that configuration.

Keep in mind that all saved reports are visible to everyone that has access to the reports page.

You must supply a report name in order to save a report configuration.

Saving a new configuration

In the desktop view, all saved reports are in the right-most column of the page. To save a new report, select the Save new button. This will take the report name, filters, and columns that are currently selected and save it. The newly saved report will show up in the list of saved reports.

On mobile, select the Show saved reports link to see the list of saved reports and the Save New button.

Edit a saved report

To change the configuration of a saved report, first select the settings you want to replace in the saved report. Then go to the three dot menu on a saved report and select Edit.

The currently selected filters and settings will overwrite the saved settings.