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Saved Dashboard Reports
  • 05 Jan 2024
  • 1 Minute to read
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Saved Dashboard Reports

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Article Summary

Saved dashboards reports are automatically generated when a dashboard contains a very large amount of data, for example, when the date filter is set to Last Year. In such cases, the dashboard cannot be generated instantly and a Saved dashboard report is scheduled for processing.

Screen capture of Saved dashboard report generation message

Accessing Saved Dashboard Reports

Reports that have been generated will appear in a list on the Dashboard, usually a few minutes after they were scheduled for processing. These reports can be viewed at any time and look like a regular Dashboard, except they load faster since the data has already been compiled.

Screen capture of saved dashboard reports list

User access

Saved dashboard reports can only be accessed by the user that first created the report.

Updating Saved Dashboard Reports

Saved dashboard reports do not automatically update. For example, generating a report for the last 12 months will show the data for the last 12 months at the time the report was generated. To get a fresh report of the last 12 months, a new report must be generated. Dashboard reports can be deleted or renamed.


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