The Reports List Action Menu allows you to perform advanced tasks when interacting with your reports. It's the main area of action on the Reports Page. This article is a guide to the actions that can be performed from the Reports List Action Menu.

Section Links

Access The Reports List Action Menu

The Reports List Action Menu Map

Access The Reports List Action Menu

1. Access the Reports List Page

2. Click on the three-dot "ellipses" menu icon in the Action Column of the Reports List next to the desired report

The Reports List Action Menu Map

• Send - Click to manually send a copy of this report to the specified recipient
• Pause - Click to pause this Report Profile's recurring schedule
• Run Now - Click to instantly begin the report generation process
• Add Notes - Click to open an annotation interface that allows for adding notes to a completed report
• View History - Click to show a list of previously generated reports
• View Template - Click to directly open the template that is driving this report
• Edit - Click to open desired report profile to update and edit
• Delete - Click to delete report profile and history of generated reports from the system