Reports

Build a report and choose what it covers and when it sends.

A report gathers data over a period and sends it on a schedule. This section covers building a report and setting its schedule and scope.

Pages in this section#

Build a report. Turn live dashboards into a document you can export, from a saved report or the organization overview.
Schedule a report and choose what it covers. A saved report keeps its filter as its scope. Schedule it daily, weekly or monthly to a list of people or roles.