Reporting

• Run and export a report

  Pick a report, choose properties and a period, run it, arrange its columns, and export it to PDF or Excel.

• Save and share report views

  Save a report's columns, sort and filters as a named view, set it as the default, and share it with colleagues or by link.

• Schedule a report by email

  Run a report automatically every day, week or month and email it as PDF or Excel to colleagues and outside recipients.

• Report catalog

  Every report you can run in the Reports workspace, by report set, with what each one shows.