Once you create a report, it will automatically sit in your Report History. This will be available for three months.

Save your report

If you wish to keep a report indefinitely you will need to save it, and you can do that in two ways:

1. After creating your report, select Save Report from the Side Menu and click on Save report, under Report Actions

2. In your Recent Report library, click on the save icon next to the report you wish to keep.


Tag your report

Go to your Saved Reports library to access to all your saved reports, organise and categorise them to make it easier to find later.

To create a tag, click on "Create new tag", insert your desired name and tick to confirm.

You then need to attach tags to the report. To do that, click on the pen icon in the "Tags" column and choose your relevant tag.

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