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How do I find and download Exported Reports?

To find and download an exported report, navigate to the “Reports” section from the top navigation under “More>Exported Reports.” This will bring you to your list of generated reports.

If you have access enabled within User Permissions, your generated Reports will be listed here. All reports generated by your organization will be accessible from this page. 

The most recently generated Report will be at the top of the list, and will include the date the Report was run, the name of the Report, the size of the report, the name of the Template that the Report was run against, the number of objects included in the Report, and the user that ran the Report.

Each of your generated Reports can be downloaded in PDF format by clicking on the name of the generated Report.

  • To delete a Report, select the check box in the lower right hand corner and choose “Delete” from the left-hand navigation. You can also click “Select All” to select all your saved generated Reports and choose “Delete” from the left-hand navigation.
  • Sort your generated Reports by the Report Title, Template Title, Created Date, Number of Objects, and user the report was Created By.
  • Filter by Recently Added, Recently Updated, Created By, or by a range of Dates Created.

*If you do not have access to Exported Reports, you will not be able to navigate to this page. Please contact your account's Administrator.

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