Saving Reports Overview

Learn how to save and share Grow reports!

Please note: this article is primarily for users with a Coach role and above.

Have you ever wanted to save a report in Grow? Well, now you can save your reports for future reference and use! Our Saved Reports feature is handy because it saves the Filters & Options from your original search in order to provide the applicable data when you go back to reference it.

How to Save a Report

To save your report, click the Saved Reports button (located on most Grow reports) after running your report.

Click Save Current Report.

A pop-up will appear, prompting you to name your report. Click Create to save.

Voila! Your report is now saved. Read on to learn how to find and share your saved reports.

How to Find Your Saved Reports

Go to Tools > Saved Reports.

All of your saved reports will appear here. Here are some actions you can take:

• Edit the name of your report using the orange edit button.
• View the report using the light blue eye icon.
• Share the report with other users using the navy arrow icon.
• Delete the report using the red trash can icon.
• Export a list of your saved reports by clicking Export in the lower-left corner of the table.

If someone else has shared a report with you, you can find it in the Shared w/ Me tab. Here you can view the report using the light blue eye icon and Export a list of shared reports to your computer.

 

How to Find Specific Saved Reports

To find saved reports for a specific report (i.e. Observation Data Report), click Saved Reports on that page. Click View Saved Reports.

A popup will appear with all of your relevant saved reports. View the report using the light blue eye icon or share the report using the navy arrow icon. You can also filter the table by text to search for a particular saved report.

 

 

 

Do you need more information?

Click the Support and Feedback button or email us at [e-mail]