Save a Report

Several reports allow you to save the report filters and settings in order to run the report again in the future.

To save a report

  1. From the menu, click Reports > Advanced Reporting.
  2. Choose the desired report from one of the reporting categories.
  3. Enter a meaningful Report Title.
  4. Configure the filters and options.
  5. Click Save.

Saved reports are available from the Advanced Reporting main page. Click Saved Reports to access the Saved Reports Criteria page.

Each saved report shows the report title, report type, the format you saved the report in, and the date the report was created.

You can run the report, edit the filters and settings, or delete the report.

You can only run Compliance reports at the time of need. If you want to set up a report to run on a schedule, you can configure the Administrator email notifications to include a report in CSV format with basic information. You can filter the report to customize what users and content is included.