Saving and scheduling reports

The Admin allows you to save your customized reports after you pick the columns and filters you want. These personalized reports will appear in the “My Reports” section and make it so you don’t have to reconfigure it the next time you log in.

To do so: 

1. Click on the “Reports” tab.
2. Click on the report you want.
3. Customize it with the columns and filters you want.
4. Click “Save” then “Save” or “Save As.” This latter will allow you to create a new version of the report without altering the original.

On the other hand, you can also schedule these reports on a weekly, biweekly, or monthly basis. To do this:

1. Click on the three dots next to the report.
2. Choose the “Schedule notification” option.
3. Choose the reporting period.
4. Click “Save.”