Note: A custom report must be created in order to perform these operations.
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
Note: Only available in Boost Plan
- 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.