Saved reports

What it is

Reports saved for reuse, and reports shared with you.

Why it matters

Saves time by reopening the same report with its choices kept.

When to use it

Staff open a saved report; each one shows only the rows they may see.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Reports to open it.
3. Click Saved reports.

What you see

Saved reports · click the picture to enlarge

• The list has these columns: Name, Dataset, Shared with, Updated, Actions. Click a column name to sort by it.

Buttons on this screen

• Open the builder — does what it says on the button.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

← Back to Reports & Analytics overview