Customize your reports and save them for future use with ease. By adding reports to the Saved tab, you can quickly regenerate the same output whenever needed. Additionally, you can download reports to keep a local copy.
In this article, you'll learn how to:
Save a report
To quickly generate your preferred reports, save them so you don't have to re-select settings each time.
Open your Okendo app and click Reports in the sidebar.
On the Reporting page, click the tab for the report you want to run.
Define the date range and group by options.
(Optional) Apply a filter.
Click the Add to Saved button.
Enter a unique name for your report or use the default name provided in the Report Name field.
Click Save.
To edit the name of a saved report, click the edit icon next to the report name.
Generate a saved report
Click the Saved tab.
Select the report you want to run from the Saved Reports drop-down list.
Click Generate.
Download a report
To save a copy of a generated report to your local machine:
Navigate to the Reporting page in Okendo.
Select the report you want to run and click Generate.
Scroll to the bottom of the report and click the Download CSV button.
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