Solution Summary:
This article will provide you with information on how to generate a new .csv report and where to find your new reports to download or delete them.
Prerequisites:
License - Any Cognni License.
Solution Steps
Step 1: Navigation
i. Navigate to "Reports & Audit".
ii. Navigate to "PDF Reports".
Step 2: Create Your Report Template
i. Click on the "Create Report" at the top right of the screen.
ii. Click on "Create a New Template", (If you already have a template ready, you can select on the left side and click on "Create Report)
Step 3: Customize Your Template
3.1. Name your template.
3.2. Select the relevant Sections for your template.
3.3. Select who has "Access" to your template.
3.4. (Optional) Select a Schedule for your template.
3.5. (Optional) review a Preview of your template.
3.6. Click on the button to Save your template.
Step 4: Create Your Report
4.1. Click on "Create Report".
4.2. Select Template.
4.3. Click on "Generate From This Template".
4.4. Generate Template:
i. Set a name for your report
ii. Set a time frame for your report
iii. Click on "Generate"
Step 5: Download/Delete Your Report
5.0 Wait for your report to finish processing.
5.1. Click the "3 dots" next to your report.
5.2 Click on "Download Report".
5.3 View your Report.
Still Need Help?
Contact [email protected] for more information.