This article is intended for: users with access to Reports.
Use this article after: creating a Custom Report.
- Share custom-created reports by navigating to the Custom Reports tab, then selecting the Shared Report toggle to share the report with or hide from others.
Note: shared reports are accessible to everyone in your organization. - Selecting the ellipses icon under the right-hand Actions column will expand the Actions menu where you can:
- Open - Open your custom report to view it or make additional modifications
- Clone - Clone your custom report into a new report
- Export - Export your custom report to Excel or save it as a CSV
- Add to Favorite - Add your custom report as a favorite to make it easier to find in the list
- Archive - Archive reports you no longer need to help maintain an active list of reports to be used
Note: Archived reports will be removed from your Custom Reports tab and accessible in the Archived Reports tab.
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