Managing Custom Reports 2.0

Once the custom report is created, You can perform the following operations on the report. 

1. Search Report

• You can search for the report entering report name in the "Search Bar". 

2. Clone Report

• To clone a report, Click on "Actions" beside report name>>Clone the Report. 
• Enter name of the new report>>Select the folder>>Hit "Save". 

3. Edit Report

• To edit a report, Click on Actions beside the report name>>Edit Report. 
• Edit the existing report and hit "Update". 

4. Email Report

• You can send a copy of report as an email to yourself and other additional recipients. 
• To send a report over an email, Click on Actions>>Email Report. 

• Select Email Subject and recipients. 
• You can also make this as recurring email which will send you a copy of report on every selected interval.

• Select how do you want to attach a report, As an Inline image or a pdf document. 

• Hit "Send Email". 

5. Delete Report

• To delete the report, Click on Actions beside the report name>>Delete Report.