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How can I run a saved report?

Nanorep allows you to reuse saved or pre-defined reports. The saved reports are either defined globally as part of the Nanorep's  product, or at your account level. 

For more information how to create and save a new report click here

In order to run a predefined report do the following: 

1. Go to Analytics => Reports.

2. Select the report of interest from the drop down:

3. As needed define the date range and refine the field definitions.

4. Run the report. The report will be displayed on the same page, and it can also be downloaded as a CSV , or Excel file.
The download can be provided in full detail or if you want the summary view as presented on the screen
select the "export view to Excel" option.

 

To save a report for future use, select "Save", define the name of the report and save it.