Creating Reports
While the Export option helps to download the report in various formats, creating a report helps in saving the report as a template for future reference as well as using in scheduled notification reports.
To save a report, perform the following actions:
- In the Analytics tab, generate reports as per the preferred criteria.
- Click the More Options icon present next to the Export option.
- Click the Create Report option.
- Provide a name and description for the report and click the Create Report button; this saves the report generated.
Reference
- To view the saved reports, go to the Reports tab.
- To use the report regularly for analytical notifications, go to the Notifications tab.