69 results for "Report"
How to Share an Insights Report
steps: Option 1: Share from within an open report Open the saved Insights report you want to share. Click the ⋮
How to Duplicate Insights Reports
newly duplicated report. If you are not the owner of a shared report, instead click Edit on any report you wish to copy
How to Create a Raw Tables Insights Report
navigation, click Insights to open the reports list. Click + New Report to open the report builder. In the Output
How to export an Insights report?
management, reporting, and visualization. Click Generate Report to begin generating and downloading your report. NOTE
How to Create a Charts & Pivots Insights Report
navigation, click Insights to open the reports list. Click + New Report to open the report builder. In the Output Type
How to Download an Insights Report
within an open report Navigate to the Insights section from the Qtrac dashboard. Select the report you would like
How to Schedule an Insights Report
Option 1: Schedule from within an open report Open the saved Insights report you want to schedule. Click the
How to un-share Insights report
Options (⋯) menu for the selected report and choose Share. This opens the report's sharing settings, where you can view
How to open Insights Report for User Settings
Insight Report Rename your report or continue with the default name. You will be able to rename this report when you
How to open Insights Report for Future Appointments
Insight Report Rename your report or continue with the default name. You will be able to rename this report when you