This feature is currently available only to customers participating in a Private Preview. If you'd like to participate and be among the first to try this feature, ask our support or account team for details.

Report Library

Select Insights from the left navigation, then in the Reporting section, click Report library. The reports displayed can be filtered and grouped for display. Refer to Platform Interface .

Permissions required: Manage Reports (least) or Administer Reports (see Permissions)

Select a report in the Report library to access the report's Preview panel.

Running a Report

Select any report in the library and click (Run) or Run in the Preview panel.

Report Details

The immediate output of running a report is shown in the Result tab on the Report details page. This is the live, in-session view of the report data. Additionally, past report runs (run history) are tracked in the Audit tab of the Report details page.

Viewing Report Parameters

Click View report parameters to access the Preview panel for Report details. The actions at the Preview panel allow you the opportunity to save the current report run as a Dynamic report or data snapshot, without rescheduling. Select a Save type and click Save. The data is saved to My Reports.

To reschedule a new report and modify any parameters, click Schedule. The same actions as those provided when scheduling a report are presented. Refer Scheduling Reports.

Initiating Library Report Actions

The following additional actions are available in the Preview panel, as well as the report's drop-down.

  • Snapshots - Any time a report is scheduled and data snapshots are saved, they will be displayed on the Snapshots tab of the Report details page. Any snapshots that were shared with you will also appear.

    Snapshots can also be manually saved from your My reports. These snapshots will also appear in the Snapshots tab. See My Reports.

  • Schedule - Select Schedule to access the scheduler dialog, where you can create and share a scheduled report.

    See Scheduling Reports.

  • Scheduled reports - Select Scheduled reports to view the Schedules tab on the Report details page. Both scheduled reports that you created and scheduled reports that have been share with you are displayed.

  • View run history - When selected, all runs associated with the selected report are displayed on the Audit tab of the Report details page.