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Report Functions through the Cogwheel
Report Functions through the Cogwheel

Edit report, change visualisation, date range, export, filter or schedule report, add to favourites, rename, copy or delete.

Ed Campbell avatar
Written by Ed Campbell
Updated over a week ago

Clicking on the cogwheel at the top right of the report reveals a dropdown of options to customise your report. 

  1.  Return to the report builder to Edit main configuration of your report.

  2. Change the Visualisation of your report to a statement, table, bar or pie chart etc.

  3. Click Date Range to override the date range temporarily.

  4. Export your report as a CSV, image or PDF

  5. Temporarily Filter your report.

  6. Add your report to your list of Favourites

  7. Copy your report to another dashboard, or into the same dashboard where you could modify it.

  8. Rename it. 

  9. or Delete it!

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