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Viewing Custom Reports

  1. Select a report to view by clicking on the reports name in the Reports table.

Screenshot 2024-04-12 at 12.05.50 PM.png
  1. From the view screen you have a few options:

    1. Click Edit to start editing the report.

    2. Click Download Excel to export the report and its content.

    3. Click Copy to open a copy of this report in the editor.

Some options may not be available based on your permissions.

Screenshot 2024-04-12 at 12.07.33 PM.png

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