Scheduling Report Snapshots

A snapshot is a record of the reported entities’ state when the snapshot was taken. A user can take a snapshot manually, or snapshots can be configured to be taken on a schedule. Snapshots are used in reports and can help track trends.

Exporting a Report to Excel (XLSX)

A report can be exported to PDF or Excel format.  To download a report to Excel, while viewing the report, click the Download/Send Report button, select the Excel option and click Print.  The report...