To create and save a new built-in report:
- From the Reports section of the navigation bar choose Create Report, or click Create from the Manage Reports screen > Saved and Scheduled tab.
- Select the type and of report you want to create.
- Set values for report options to specify what you want to see in the report.
- Click Save.
- In the Report Settings dialog box, specify the name you want to appear on the menu for the report.
- Optionally, provide a brief description for the report.
- If you want the report to automatically run on a schedule, enter an email address where the report should be sent when run and select a time from the Run Report At drop-down.
- Click Save.
To create and save a new simple custom report:
- From the Reports section of the navigation bar choose Manage Reports.
- Select the Custom Templates page.
- Select a report template that you have previously uploaded.
- Click the Run button to display the Report options dialog box.
- Set the options you want, then click the Save button.
- In the Report Settings dialog box, specify the name you want to appear on the menu for the report.
- Optionally, provide a brief description for the report.
- If you want the report to automatically run on a schedule, enter an email address where the report should be sent when run and select a time from the Run Report At drop-down.
- Click Save.
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Reports expire, and are automatically removed, after 21 days because of privacy regulations. When a report has been removed, you can rerun it. |
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