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When a saved report is created (for information on how to save a report see the step by step guide on creating reports), it can be found in the saved report list, accessible through the menu item Saved reports. 

This page contains a list of all the saved reports associated with the currently logged-in account. When there are a large number of reports in the list, a filter can be applied to narrow down the result. The filter can be a part of an e-mail address or the name of the report. 

Note that the checkbox View saved reports for all users is only visible if your account is a member of the administrator role.




The Letter icon lets you send the saved report manually. A dialogue box is opened where you can pick an execution date, the report will be sent based on that historical date.

The Bar chart icon executes the report.

The Report Name link allows you to edit a saved report, or use a previously saved report as a template for a new saved report.


When the Report Name link is clicked an administration panel is opened for the selected report, with a number of tabs.

The Saved report tab 

Most settings for the report can be changed from here. You can change the report name, languagereceivers, and period it should contain.



Under Schedules you will find a number of icons where the first one allows you to Edit the schedule. From here you can modify the schedule, grouping and file format.

Other icons allow you to manually send or execute the report. You can also delete the schedule or add multiple schedules for the same report.

The Columns and Measurement objects tabs

The selections previously made for the saved report can be modified from here. 


Use an existing report as a template for a new saved report

If you want to use an existing report as a template for new reports, it is possible to open an existing report, and make the changes you want. For example, you can change the receivers and select a different set of measurement objects. By changing the name and using the Save as a new saved report button, a new saved report will be created with the modifications you have made.

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