How to: Edit a custom report

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: 

  1. 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").
  2. 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: 

You can edit your current title by clicking in the field next to "Report Name" at the top left of the page.

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:

Above the report you will see a "Show / hide columns" button. This button presents a list of columns that can be hidden or viewed. You can then check the boxes next to the metrics you would like to include in your report. If you prefer to show all columns or hide all columns, you can click "Select All" or "Select None" at the bottom of the column listing options. 

To export report immediately:

With the custom report in view, you can immediately export the report by clicking "Export". The drop down menu gives you two options. Select Now for this feature. 

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. 

Related articles:

Reports Page: Main Overview
How to: Delete a custom Report
How to: Cancel a scheduled Report


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