Manage Reports
After you create a report, it appears in your reports list. From your reports list, you can view all your reports, edit, delete, and create a copy.
Required Editions
| Available in: Intelligence Reports and Intelligence Reports Advanced |
If you want to make changes to a report, click Edit. For example, change the delivery hour.
If you want to create a copy of a report and make changes to it, click Duplicate. You can duplicate the reports with or without the schedulers.
If a report is no longer needed, click Delete. When you delete a report, it goes to your workspace bin. If you want to restore a deleted report, contact support.
To run the report immediately, click Run Now.
To process the reports and split the data into files by date, click Batch Process. Batch processing doesn’t affect the original report configuration.
The reports list contains the following information:
| Column | Description |
|---|---|
| ID | The ID of the report. This ID is generated automatically. |
| Name | The name of the report. |
| Format | The report’s export format, which is given during the report’s creation. |
| Scheduling Status | Indicates if the report’s scheduling is enabled or disabled. If the report is disabled, it’s currently not running. |
| Next Report Date | Displays the date of the next report to run. |
| Created By | The name of the user who created the report. |
| Created On | The date and time the report was created. |
| Last Update By | The user who made the last update. |
| Last Update On | The date and time the last update was made to the report. |
