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Editing and Filter Reports

1 - Action Tab

Under the "Action Tab", there are 3 different options for managing your reports.
  1. 1.
    Replicate
    Makes a copy of the report and opens it up in "Report Builder" for you to edit or update.
  2. 2.
    Edit
    Opens up your report in "Report Builder" for you to edit or update.
  3. 3.
    Delete
    Deletes your report from your report page, as well as the public report page.

2 - Filter Report

  1. 1.
    Select the "Filter" icon and choose whichever entities you would like to filter.
  1. 2.
    Refine your filter and select "Filter Now".
  1. 3.
    Click the "Floppy Disk" to save the filter. Name your report and save.
Your Report will be saved under your reports and "Public Reports".
Last modified 3mo ago