Find, open and delete saved reports

Open a kept run, run it again or remove it.

In short

The "Saved" part of Reports lists the reports you saved in this workspace, newest first. Open one to see it as it was, run it again, download it, send it to a conversation or a card, or delete it.

Before you start

Steps

  1. Open Analytics › "Reports", then choose "Saved". The newest are listed first; "Show more" brings older ones.
  2. Search, or filter by report or module.
  3. Click a row to open the report as it was, with the run before it laid over it.
  4. Press "Run again" to open the report page for the same target, or delete a run you no longer need (it asks first).
  5. To pass it on, open it and press "Send". Choose "Conversation" or "Card", type part of the name and pick one. It goes as a PDF, and everyone there can read it. A report that only some people may read has no "Send".

Good to know

Deleting changes later comparisons The next run compares with the newest saved run that still exists. Delete last week's run and this week's reads First run; it never reaches back a further week. A schedule loses its Last run link to it.

If something goes wrong

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