Organize and manage reports: overview

  • Last update on December 18th, 2023

Regardless of the type of report you are working with, there are several features you can use to manage and organize your report. They are:

  • Subscribe/unsubscribe: this feature allows you to subscribe to scheduled reports.
  • Duplicate: this feature allows you to make copies of your scheduled reports, providing a starting point for new analyses without altering the original data. This feature is available for scheduled reports only. 
  • Export: with this feature, you can export your reports in various formats for further analysis or presentation.
  • Add to favorites: this feature allows you to bookmark your most frequently used reports for quick and easy access.
  • Schedule report: with this feature, you can schedule your reports to run at specific times, ensuring your data is always up-to-date.
  • Creating custom policies: this feature, which is available for playbooks only, enables you to create custom policies for your reports, ensuring they adhere to your specific requirements.
  • Manage panel: this feature provides a centralized location to manage all aspects of your reports, from creation to deletion.
  • Pivot mode: this feature lets you pivot your data, helping you summarize and analyze your data from different angles. You can also create and download charts when in Pivot mode