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How to view a saved report

In the  report area, find your report. You can either use the search box, or look in the folder you have stored the report.

In this instance we know our report is in the folder “Monthly Opp Reports”. Click on the folder name and your reports will be show.

Click the report name, and this will display the report

You can filter your report by team member or by team by clicking “Filter by user or team” and you will get a dropdown selection. I’ll give you an example of how we filter by Charu.

Select Charu and the report will now only show the leads owned by Charu

Updated on November 1, 2018

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