On-Demand Reporting

All automated reports scheduled by you or your team members will be on your Scheduled Reports tab. These reports update automatically at a predetermined cadence. 

Find a report or template using the search tool. As you type, predictive text will be refined with each keystroke.  

Refresh the content on your page by clicking the Refresh icon next to the search bar. 

Open a report by clicking on the hyperlinked title. Reports will open in a new page.  

Download, modify, delete, or view the history of a report using the Action icons to the right of the title. 

Reports that have been shared with you will live in your Shared Reports tab. Here you can modify and run the report.

1. Click on the hyperlinked title 
2. Once the Modify Template window loads, click the Share button toward the top (note that a report does not need to be saved in order to be shared)
3.  Enter a file name 
4. Select a shared folder in the drop-down menu 
5. Click Share

Use report templates to create a new report that can be saved and shared. Once created, these reports will populate on your Scheduled Reports tab.