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How to View, Download, or Print Reports

Once a report has been generated, it will remain on the Generate Reports page in the Reports or Schedules tab until you decide to remove it.

To view your report in the Reports Tab, click the Blue Hyperlink Title of the report. After viewing, you’ll have a variety of options, which have been detailed below:

  • Details: Displays the filters selected and other pertinent information about the report
  • Download: Download report as a .csv (Excel File) with or without the Detail information included or as a non-editable PDF
  • Print: Print your report
  • Email: Send report via Email to other members of your organization using the smart search tool or to individuals outside your organization by entering their full email address
  • Copy: Brings you back to the report editing section with all of our settings, columns selected, and filters saved.   You can use the report as a template and make any necessary edits from here.
  • Delete: Permanently deletes this report from your saved Reports view.

In the Schedules Tab, click the Title of the report for your options:

  • See all runs: Provides you with a list of each time that specific report was run. To view, download, print, email, copy or delete each individual report, check the box next to that report and use the buttons along the top of the screen.
  • Copy: Brings you back to the report editing section with all of our settings, columns selected, and filters saved.   You can use the report as a template and make any necessary edits from here.
  • Unschedule: Will remove the report from being scheduled and that report will no longer be run automatically in your account.