After you customize a report, you can add it to the Saved tab to quickly generate the same report output at a later time. After you generate a report, you can also download it to save a copy to your local machine.

In this article, you'll learn how to:

Save a report

You can quickly generate your preferred reports by saving them. This way you don't have to re-select your settings if you frequently run these reports.

  1. Open your Okendo app, and click Reports in the sidebar.

  2. On the Reporting page, click the tab for the report you want to run.

  3. Define the date range and group by options.

  4. (Optional) Apply a filter.

  5. Click the Add to Saved button.

  6. Type a unique name for your report or use the default name provided in the Report Name field.

  7. Click Save.

You can also edit the name of the saved report by clicking the edit icon next to the report name.

Generate a saved report

  1. Click the Saved report tab.

  2. Select the report you want to run in the Saved Reports drop-down list.

  3. Click Generate.

Download a report

You can save a copy of a generated report by downloading it to your local machine.

  1. Navigate to the Reporting page in Okendo.

  2. Select the report you want to run and click Generate.

  3. Scroll to the bottom of the report, and click the Download CSV button.

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