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My Reports is a permission-based page used to run reports based on the entire organization’s data. It is usually used by Org Admins. See the Permissions Master Document for details.

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Retrieve a Report Based on Selected Filters

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  1. Select the type of report to run.

  2. Click theRun Report button.

  3. A green toastr is displayed to notify you that an email will be sent when the report is ready.

  4. Refresh the page to see the query status of the selected report.

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Download a Report

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Save/Load/Clear Grid Settings

See the Saved Report Views article for details.