Leadline Docs
Reports

Create Saved Report

Overview

This playbook covers how to create a saved report in Leadline by adding a new report to your Reporting dashboard and choosing which report it displays.

→ See 116 - Reporting for full product knowledge on report types, filters, and access permissions.

How Do You Create a Saved Report?

  1. Click Reporting in the Global Navigation.
  2. Click Add Report at the top right of the page. A blank New Report is added to the bottom of the page and saved automatically.
  3. Click the Search Reports text field above the New Report, then select the report you want from the dropdown.
  4. Click the filter icon next to the ellipsis icon to adjust the report's filters.

Note: There is no separate save step. The report stays on your dashboard until you remove it.

Available filters differ by report. → See 116 - Reporting for the filters available on each report.

→ See 2403 - Configure-Report-View for instructions on changing a report's chart or view.

116 - Reporting — Full product knowledge on report types, filters, and permissions
2401 - Export-Report — Instructions for exporting reports
2403 - Configure-Report-View — Instructions for configuring the chart or view of individual reports

Export Report

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