Query Reports

Query reports are predefined reports that display data in a tabular format. You can customize them only for date and time columns, like Created Time and Last Updated Time.

To generate a query report,

  1. Go to Reports > Query Reports.

  2. Go to your preferred folder and then click your preferred query report. You can also customize a report before generating it. To do this, click the edit icon beside the report, select a Filter By criteria (Created Time or Last Updated Time) from the drop-down, and choose your preferred time period.

  3. Finally, click Save or Save and Run Report.

 

Query reports are also listed under the appropriate folders in the All Reports tab.


Edit Query Reports


To edit a query report,

  1. Go to the reports details page and click Edit on the top left.

  2. Select a Filter By criteria (Created Time or Last Updated Time) from the drop-down and choose your preferred period.

  3. Finally, click Save or Save and Run Report.

 

Save Query Reports

To save this report to a folder,

  1. Go to the report details page and click Save report as.

  2. Provide report name, set viewability, choose an existing folder or create a new folder, add a description.

  3. Finally, click Save.

Create schedule reports

To create a schedule report from a query report,

  1. Go to the report details page and click Schedule.

  2. Provide the following information:

    1. Format: Choose your preferred format for the report. The available formats are PDF, XLSX, XLS, HTML, Inline HTML, and CSV.

    2. Provide recipient's email address, subject, and message.

  3. Configure your preferred schedule for generating the report using the Scheduler.

  4. Finally, click Schedule.

 

Email Query reports

To email a query report,

  1. Go to the report details page and click Mail this Report.

  2. Format: Choose your preferred format for the report. The available formats are PDF, XLSX, XLS, HTML, Inline HTML, and CSV.

  3. Provide recipient's email address, subject, and description.

  4. Finally, click Send.


Export and Print Query Reports

You can export or print a query report from the details page.