The “Custom reports” feature lets you easily access and manage custom reports within your organization. You can find custom reports in the sidebar under the "REPORTS" section.
Custom reports are organized in two main categories:
- My Reports: displays reports that you have personally saved.
- Public: contains reports that have been shared publicly and are available to all operators in your organization.
Viewing and managing custom reports
The Custom report list page features a column displaying the total number of columns in each saved custom report. Clicking this number opens a panel that lists all the report's columns, while you can continue interacting with the report in the background. This design makes it easier to reference and access column information without interrupting your workflow.
Available actions
From the “Custom reports” page, you can perform the following actions:
- Save a custom report
- Create a custom report
- Schedule a report
- Send a report via email
- Delete a report
- Import a report