Managing reports

After a report configuration is created and run, it can be saved and later re-run from the Reports > Saved Reports page.

Note

A report must be saved before it can be used in certain advanced functions.

Reports can be saved from the results/output view by clicking the save (disk) button.

Report folders

Report folders, which can be used to organize saved reports, can be created and populated from the Admin > Reports > Report Folders page.

The default view of the Reports > Saved Reports page displays all reports that have not been added to any folders (Unfoldered). To view the contents of a different folder, select that folder from the dropdown.

Hint

A report can be a member of multiple folders.

User access to specific reports and folders can be controlled from the Admin > Users & Groups > Usergroups page.

Exporting reports

After a report is run, the output can be exported in PDF or CSV format from the Export (share button) tray.

Hint

PDF and or CSV copies of a report can also be attached to email reports.

Deleting Reports

A saved report can be deleted from the Reports > Saved Reports page by clicking the corresponding delete (bin) button.