Report management
Learn how to run, schedule, share, export, and organize reports and report folders.
Go to .
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Find and select the report you want.
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Adjust filters if you want to narrow the results.
Click Preview to see results without saving, or Run to execute the report.
Scheduling reports
After creating a saved report, you can set it to run automatically on a schedule. Choose your frequency, recipient list, and output format. Scheduled reports are delivered automatically, saving time and keeping stakeholders informed.
Sharing reports
Share saved reports with team members or groups. Recipients can view and run the report, but typically cannot edit or delete it unless they have explicit permission. Sharing is scoped to your tenant.
Exporting reports
Export report results to common formats (such as CSV or Excel) for use in presentations, further analysis, or external systems.
Managing reports and folders
Organize reports into system-defined or custom folders. Custom folders support a hierarchy, making it easy to structure reports by department, domain, or project. Favorite frequently used reports for quick access.