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Reports
Updated: 2026-09-30

Reports, exports, and schedules

Save filters, export verifiable data, and monitor scheduled delivery.

Saved report

  1. 1

    Set period, metrics, and dimensions.

  2. 2

    Use a clear report name.

  3. 3

    Verify team access to the underlying data.

  4. 4

    Choose schedule, recipients, and timezone.


Verifiable export

  • Keep generation time and filters.
  • Label units and currency explicitly.
  • Preserve a checksum or version for reconciliation files.

Missing email

Check delivery history, recipient address, spam, and schedule state. Do not create duplicates until the failure is understood.

Related documentation

Dashboards and analytics

Choose periods and dimensions, inspect metric definitions, and drill into source evidence.

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