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How do I find the report I used before?
How do I find the report I used before?
Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 months ago

To find the report you used before

  • Navigate to Reports > Builder

  • In the left menu click Recently Used Templates, you might find your report here.

To make sure you can run the same report every time

  • Click the STAR on the Template screen which will save it to the Favourites Section

  • To retain all the configuration and settings, once your report is constructed as you require, SAVE

  • Add it to an existing Bundle or create a new one

To make you bundle easy to run every month, review the date settings so you only have to check the Report Month in the orange banner each time you run the bundle.

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