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Viewing and Managing Your Reports

Find, filter, and clean up your saved reports from the main Reports screen.

Once you've created and saved reports, they appear in a table view on the main Reports screen.

Each row represents a saved report and shows key information at a glance, such as the data source it's built on, the category it belongs to, and whether it has an active Pulse.

You can customize visible fields and use filters to narrow the list to only the reports you're looking for.

Select a category name from the left sidebar to show only reports within that category.

Tidy Up Reports

Keep your reports list clean with Tidy Up. Click it above the reports table to review reports that haven't been opened in the last 3, 6, or 12 months, and delete the ones you no longer need.

📌 Deleted reports cannot be recovered, so make sure you only delete what you no longer need.

Learn More

For more on creating effective reports, see our guide on popular report insights, or watch the Reports Webinar for a hands-on walkthrough.

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