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Getting Started: Managing Saved Reports

Learn what you can do with your saved reports

Orlando Leyva avatar
Written by Orlando Leyva
Updated over 6 years ago

This article contains the following topics:

  • how to access your saved reports

  • how to edit, save, delete a report

  • how to save, download, and send a report

Whenever you generate a report, you can save or share it directly from that same page. 

On the top-right-hand corner of the report, you will be able to edit (change date range, wells, etc.), save to your Saved Reports (for quick access later), print, download as CSV/spreadsheet, or send in an email.

You can create another report by clicking on '+ New Report'. 

Any saved reports can be accessed and edited through the 'Manage Saved Reports' icon. 

You will have a list of all of the reports you have saved. You will be able to view, edit, duplicate, delete, and share any of them. 


To create another report, simply click on '+ New Report'. 

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