Managing reports

Once you have created a report, you can view and edit the report, duplicate it, as well as archive and delete it through the Reports page.


View and edit a report

The Reports page shows all your reports. Click on a report to view it in more detail.

You can also filter the reports you see on this page by clicking All then select the report type you wish to view.

When viewing a report, click:

  • Edit to make changes to the report metrics and settings.
  • Pin to dashboard to add the report to one of your dashboards.
  • More to access a range of sharing and management options.

Receive Slack notifications for reports

Learn more about receiving slack notifications for reports.


Archive and delete reports

To archive a report:

  1. On the Reports page, click the more icon for the report you wish to archive.
  2. Click Archive, then OK to confirm.

Once a report is archived, it can be restored or deleted.

Archiving a report (Click on the GIF to maximize it).

To restore or delete a report:

  1. On the Reports page, click All > Archived.
  2. In the archived reports list, select the checkbox or the more icon next to the report.
  3. Select Restore or Delete as required.
Restoring a report (Click on the GIF to maximize it).