Applying filters to generate reports every time could be time consuming. You can tackle this by saving the reports after generating them. By saving reports, you can pull them out later with just a click. You can further choose to generate new reports from the saved reports. You can save upto 25 reports per user in the Blossom & Garden plan and upto 50 reports per user in Estate & Forest plan. The reports that are saved by you will only be visible to you.

Guidelines to save a report:

  • Log in to the admin portal.
  • Go to Reports and select the report to be generated. 
  • Click on Filter and select the filter options and click Generate.
  • Near the report title, a tick appears which acts as the Save As feature for the generated report.
  • You can choose to view any of the saved reports by clicking on the arrow button near the report title.
  • You can further choose to Edit a report title or Delete a saved report.
  • You can even add or delete filters from the saved report and Save them as new report.

After saving a report, you can also schedule them so you receive these reports periodically in your inbox.