After you create a report, it appears in your reports list. From your reports list, you can view all your reports and edit, delete, and create a copy.
| REQUIRED USER ROLE | |
|---|---|
| To create and manage reports | Admin or Power User |
- On the Analyze & Act tab, click Reports in the left panel.
- To make changes to a report, click Edit.
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To create a copy of a report and make changes to it, click
Duplicate.
Note You can duplicate a report with or without schedulers.
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If a report is no longer needed, click Delete.
Note When you delete a report, it goes to your workspace bin. To restore a deleted report, contact Support.
- To view a history log of the report, click History. To perform actions on a specific log, select the row of the log and choose an action.
- To run the report immediately, click Run Now.
- To process the report and split the data into files by date, click Batch Process. Batch processing doesn’t affect the original report configuration.
- To copy the report to another workspace to which you have permissions, click Copy to Workspace.
- To remove links to the original report’s account (when pushing a report to another workspace), click Delink.