Manage reports

Navigating Reports in Portal

From the Custom Reports list view, you can view information about your reports, including:

• Report name
• Creator email address
• Date created
• Schedule (daily, weekly, monthly, or none)
• Last run date
• Recipient list status

Tip: A hyperlinked report name indicates that you created the report. Click on the report name to edit your report. A non-hyperlinked report is a report hat you did not create, but was created by someone in your company. 

Sort reports 

Sort by one column at a time by selecting a column heading. Select the column heading again to change the sort order. 

Search for reports 

Use search field to locate a report by name or creator. Enter search information, then press Enter to search.

Action menu 

Select the Action menu (...) to manage a report. From the Action menu, you can:

• Generate a report on demand
• Download a report (latest or previous versions)
• Duplicate a report
• Delete a report

Manage your reports

Depending on your assigned capabilities, you can perform the following report management tasks:

Edit a report 

Edit a report to change its name, included data, schedule, or delivery options.

1. From Reports, select a report from the Report name column.

2. Make changes as desired, and then select Save changes.

Note: Portal regenerates the report immediately when you edit it and save your changes. Wait for the regenerated report to be delivered before editing it again to avoid multiple report deliveries of inaccurate data. 

Generate a report on-demand

Select Generate from the Action menu to generate reports at any time. You can only generate a report that does not have a schedule. If you need an on-demand version of a scheduled report, you can duplicate it and set the schedule to None. 

Download a report 

After a report generates successfully, it is available for download from the Action menu:

• If a single report is available, select Download latest.

• If two or more reports are available:

  • Select Download previous.
  • In Report history, select the report you want to download.

The report downloads to your default downloads directory.

Duplicate a report 

To duplicate (clone) a report:

1. Select Duplicate from the Action menu in a report row.

2. (Optional) Make changes as needed. By default, we update the report name to include (duplicate). 

3. Depending on the report schedule you applied, select Run Report or Schedule report.

   A message indicates that the report was successfully submitted, and the duplicated report appears. The Action menu shows that the report is generating.

Delete a report 

To delete a report:

1. Select Delete from the Action menu in a report row.
2. In the dialog box that appears, select Delete to confirm.

Caution: You cannot retrieve a deleted report.