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Reports
You can find all the reports that you have created and saved in the past.
Information regarding the report is shown adjacent to the respective report name.
Report Viewer Dashboard
- What type of report is it?
- When was it created?
- What type of schedule has been running on it?
Actions
- Schedule - You can directly schedule the reports by clicking on the schedule button and going through the scheduling process. To know in detail about scheduling click here.
- Edit Report - You can make changes to your report by clicking on the edit report button.
- You can make changes to the fields, date ranges, etc. However, you won't be able to change the report type.
- Kindly save the report once you're done editing for the changes to take effect.
Last modified 6mo ago