Manage reports

Learn how to manage, edit, and delete reports.

ON THIS PAGE

Edit, delete, or download a report

To edit or delete a report, open the dashboard it’s on, then click the  icon in the top right corner and select Edit report or Delete report. From the same menu, you can also select Download as image.

Refresh report data

Report data is generated in real time whenever you open a report or dashboard. If you keep the page open for a while, new data may become available in the background.

When that happens while viewing a report, you'll see a small message letting you know that updated data is ready. Click the Refresh data button at any time to update the report with the latest information.

Sharing reports

You can share a report with your team as long as they have access to the dashboard it’s on. Grab the URL from the address bar in your browser while editing your report, and this link will take those with permission straight to your report. They'll see any changes you make in real-time.

Viewing reports in fullscreen

To view a report in fullscreen, especially while presenting or sharing your screen, click the title of the report from the dashboard to open it. Press cmd/ctrl. to hide the sidebar and make your report fullscreen.

While in fullscreen (and once you’ve created a few reports), you can cycle through them with the up and down arrows beside the X in the top left of your dashboard view.

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