About managing reports

The Reporting page lets you easily access your saved reports, as well as edit, delete, and export options.

How to edit reports

1. Click the report name that you wish to edit and a slider will display your settings.

2. Edit your settings and click Save.

How to save reports

When creating a new report or editing an existing report, always remember to save your changes by clicking Save in the bottom right corner of the page.

How to export reports

Currently, exports are only available in .csv and .xlsx formats. Once a report is created, you can download and export the report using multiple methods.

1. Click Run & Export on the Reporting page.

2. Name your report and choose your format.

3. Click Export under a saved report.