Reports - Actions

The Actions drop down menu allows you to copy data. export data, schedule and save reports.

  • Save to PDF – When available, save a snapshot of the report to pdf.

  • Copy to clipboard – Copies all report results to clipboard.

  • Export current report data – Exports report results to a CSV file.

  • Schedule report – Create a report to be scheduled and delivered to a recipient list.  For example, to schedule a detailed Actual Cost report in table view on the 5th of each month to a specified recipient list, select Previous Month for the time period, add the Groups and Filters you would like in the report, and select the table view.  Then go to Actions and select Schedule report.

For more information, see Scheduling Alerts.