Saved Reports

Once you've generated a report, you’ll see two handy options at the top of the results:

• Save Report Shortcut

• Export CSV file

Saving your report

Want to quickly access this report again without repeating all the steps? Just click Save Report Shortcut.

A form will appear where you can:

• Name your report

• Click Save when you're done

That’s it! Your report is now saved and ready to reuse anytime.

Tip: Choose a name that is clear and descriptive so you’ll recognise it later.

Accessing your Saved Reports

You can access your saved reports in two places:

1. From the Dashboard:
   Click Manage next to the Saved Reports tile.

2. From the Reports section:
   Go to the Saved Reports tab.

Managing saved reports

To edit, delete, or preview a saved report, just hover over the 3-dot menu (⋮) next to the report name.

Editing a Saved Report

• Click Edit to update the report’s filters or settings.

• You’ll go through the same steps as when you first saved it.

• Note: You can’t change the report’s name.

• Once you finish, the old version will be replaced with your updated settings.

Marking Reports as Favourites

Want to keep your dashboard clean and focused? You can favourite your most-used reports so they appear on your dashboard.

• Click the star icon next to a report to favourite it.

• A yellow star means it's been marked as a favourite.

• Favourites are saved per administrator account, so each admin can personalise their own dashboard.

For information about Scheduled Reports, please view the next article.