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Accessing saved reports

Find and open your saved reports from the Saved Reports library or the report center, filtered by module and report type.

They can be found either in the report center or the Saved Reports library.
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Saved Reports

1. Click "Saved Reports"

Report Center dropdown menu open over the Report Studio screen with the Saved Reports option highlighted

2. Click "Open in Report Studio". Find the report you want and click on "Open in Report Studio" to view it.

This shows the reports across all the modules and report types.

Saved reports list by Module and Report Type, with Open in Report Studio highlighted for the Tickets Historical Overview report

In the Report Center

This only shows the saved reports for the module and report type you have selected (e.g. Historical, Current, Item Analysis, Leaderboard).

1. Click "Report Center"

Zigaflow Dashboard with the Report Center menu highlighted in the top navigation bar, next to CRM and Configure

2. Select the module and report type

Report settings with Report On set to Quotations and Type set to Current Overview highlighted, above Group By and Report By

3. Click on this dropdown to see the available reports

Report screen with the dropdown arrow beside the Quotes-Overview 2 saved report selector highlighted, next to Save Report

4. Select the required one

Saved report dropdown open on the reports screen, with the cursor selecting Quotes-Overview 1 from the list

Learn more: reporting in Zigaflow

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