How can I run a saved report?
Bold360 ai allows you to reuse saved or pre-defined reports. The saved reports are either defined globally as part of Bold360 ai as a product, or at your account level.
For more information on how to create and save a new report, see How can I generate my own reports in Bold360 ai?.
To run a predefined report do the following:
- Go to .
- Select the report of interest from the-drop down list.
- Define the date range and refine the field definitions.
- Run the report.
- The download can be provided in full detail or if you want the summary view as presented on the screen, select the export view to Excel option.
To save a report for future use, select Save, define the name of the report and save it.