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 person and account reports. Click on a report to view it in more detail.

The Object column indicates whether the report is a person report or an account report:

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.

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.