Once you have created a custom report, you can easily make edits to make the data as accessible as you need. When editing a report, you can show/hide columns, export the report immediately, or schedule an export. To use these features, follow these steps:
- From the "Reports" tab at the top of the application, you will see a drop down menu. Click "Snapshot" (alternatively, you can simply click on the word "Reports").
- You will then be taken to the main reporting page, called the Snapshots page. On the far right there is a button entitled "Custom Reports". Click on the arrow to see a drop down list of your previously created custom reports.
You can delete the report or select a report by clicking on the name to edit it. For the purposes of editing, click the report's name and you will be taken to the custom report you have selected.
Edit report title:
If you are done editing, select ''Save New'' which saves the report with the new title.
You may select "Save" if only data-not title changes-have been made.
To show/hide columns:
To export report immediately:
To schedule a report to send via e-mail:
The drop down Export menu gives you two options. Select Schedule and a modal box will appear with the option to schedule daily, weekly, or monthly as well as a text box to include the e-mail address you would like to receive these at each iteration.