Reports Beta

Try the new Reports (Beta) app and get prepared for it’s official release later this quarter. We’ve added more filtering options and the ability to schedule reports so you get the information most important to you when you need it.


The new Reports app is here! During this beta phase, you will have both the original Reports app and the new Reports (Beta) app. Please use this time to transition to the new Reports app. This page will help you navigate new reports. As you explore the app, send feedback to so our product team can review it. Please know that while we value your feedback, submitting feedback is not a guarantee we will make changes to the product.

Want a live look at the new Reports app? Click here to register for a webinar.

Accessing New Reports

Log in at and click Reports (Beta) in the App Switcher.

Running a Report

You can search or choose a report category. You can also click the star to add it to your Favorite. Click a report name to choose your filters.

Choose your filters to find exactly what you are looking for then click Run Report.

Scheduling a Report

Several options will be available to you here. You will be able to schedule (calendar icon), email (envelope), and download (down arrow) the report. You can also adjust the filters with the Change Filters button. Every column is sortable, too!

Select your scheduled report name, who will get it with the Recipients field, how often (Frequency), date range, and when it will be sent (Report Schedule Time). Click Schedule when finished.

You can refer back to your scheduled reports and favorites using the page buttons at the top.

Previous Page Running a Report