The Manage Reports Screen

Regardless of the type of report you are working with, you can start from the Manage Reports screen. This screen provides many options, allowing you to initiate all steps of designing and using reports.

From the Reports section of the navigation bar choose Manage Reports to open the Manage Reports screen.

 

Click the Saved & Scheduled, Custom Templates, or Rollups tab to work with different types of reports:
 

Saved & Scheduled: This page lists the built-in reports and simple custom reports that you have saved. You can use this page to create new built-in reports or to work with your saved built-in and simple custom reports.
Custom Templates: This page lists the simple custom report templates that you have uploaded. You can use this page to export data for custom reports (all types), or work with simple custom reports.
Rollups: This page lists the Rollup report templates that you have uploaded. You can use this page to work with Rollup reports.