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Viewing, Sharing, and Exporting Reports

1. Open a Report

  • In the Navigation menu, select Reports.
  • Choose a report where the source is Report Builder.

2. Share the Report (Optional)

  • Select Share to send an email with a link to the report to specified users or groups.

3. Export or Edit the Report (Optional)

  • To export the report, open the More Tools menu and select Export to CSV.
  • To modify the report, open the More Tools menu and select Edit.

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