If there are reports that you will need to run often, you can create a shortcut for that report so you don't have to rebuild it every time you use it.
Creating a report shortcut
You can create shortcuts for both predefined and custom reports. In your Admin account:
- Go to the Reports page.
- Go to the Overview page.
- Create the report as normal, until you reach the Main options.
- To be able to crate a shortcut for this report, the Time period must be a literal date range. That is to say it must be described in words: Today, This week or Previous month, for example.
- Select all other options as needed.
- Click the Save to shortcuts link in the top right.
- You will be asked to name the shortcut. This can be the same as the name of the report, but it is usually a good idea to give the shortcut that will remind you of the purpose and date range for the shortcut. Type the Name as needed.
- Click the Save button.
Using report shortcuts
To use one of your shortcuts to run a report, in your Admin account;
- Go to the Reports page.
- Go to the Overview subpage.
- Click the name of the shortcut you wish to use.
Deleting report shortcuts
If you have created a report shortcut that you no longer need, in your Admin account:
- Go to the Reports page.
- Go to the Report shortcuts subpage.
- Click to tick the checkbox for the shortcut that you want to delete.
- Click the delete icon.
- To confirm the deletion, click the OK button.