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Saved reports

Navigate: Menu > Reports > Saved

Saved reports provide quick access to predefined reports and show whether report delivery or automated processing has been configured.

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Opening a saved report loads the report with the parameters that were saved with it. You can review the report, edit it when permitted, or save it as a new report.

In this section​

Saved reports list​

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The saved reports list shows reports available to you.

Columns​

The table shows columns such as Name, Scheduled, Automated processing, and Updated:

  • Name – the saved report name. Open it to view or edit the report.
  • Scheduled – whether the report has at least one email schedule.
  • Automated processing – whether the report is marked as being processed automatically by a scheduled report recipient.
  • Updated – when the saved report was last updated.

Actions​

The Add action creates a new report.

Saved reports can also be managed from the Save and schedule email report section inside a report.