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Saved Reports

Set up saved filtered views of reporting data and automate email reports to your inbox!

Vadim avatar
Written by Vadim
Updated over a year ago

By saving a report, you can access a specific saved list(s). They will be located under Saved Reports or Saved Views. Here is how you can set up automatic reports sent to you daily, weekly, or monthly.

How to Save a Report

Select List Reports and find the floppy disk icon on the right top corner.

You can then save a report by filling in the required fields:

  • Title: Give your report a name

  • Schedule: How often or frequency for the report to be sent

  • Recipients: Add the correct email address

Hit Save and you can now see all your saved reports.

Also, you can always edit or delete any reports later on by selecting the three dots on the right side.

How to Edit and Remove Emails from a Scheduled Report

In this video, I will show you how to edit and remove emails from scheduled reports. I will demonstrate step-by-step instructions on how to update and customize your saved reports. You will learn how to access your reports, edit them, and remove unwanted email notifications. By following these instructions, you will have full control over your scheduled reports and ensure that you only receive the necessary information. No action is required from you, but feel free to follow along and make changes as needed.

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