Managing Saved Reports

From My Custom Reports, locate the saved report you want to view and select Run. The report will open using the settings that were saved when the report was created. Once the report is generated, you can review the results and download the report as a CSV or PDF, or select Edit to make changes to the existing report.

Date Range – Select the period covered by the report, including predefined ranges or a Custom range with specific start and end dates.

CSV – Download the report data as a CSV file for use in spreadsheet applications.

PDF – Download a printable PDF version of the report, including report information and visualizations.

Schedule – Set up automatic email delivery by selecting recipients, frequency, day, time, and attachment format. Existing schedules can be edited or deleted from Current schedules.

Display – Open the report in a dedicated view showing the full layout, including summaries, charts, and results. You can also switch between Light and Dark view.

Edit – Return to the Report Builder to modify and save the report settings.

These options allow you to manage the report period, download or schedule reports, view the report, or edit the saved report settings. Use Display when you want to view the report as a finished report, and Edit when you need to make changes to the report configuration.