Viewing Your Custom Report’s Preview

Created by Mohammed Hasan, Modified on Fri, 17 Feb, 2023 at 10:44 AM by Mohammed Hasan

Viewing Your Custom Report’s Preview


In the Preview tab on your custom report’s page you will see a preview of the report that you created and then configured in the other tabs of the page (PropertiesFiltersView Options, and Schedule). Any settings you configured in the first four tabs will be reflected in the report’s preview.


The preview shows the custom report as it will be viewed by the person that will receive it. After having checked the preview, you can then come back to the report settings configured in the tabs of the page to change some of them if you need them.


Remember that you can also preview your report from the main custom reports page. Here, find the report that you want to preview in the list of reports you’ve created, then press the ellipsis icon at the end of the report’s row. From the dropdown menu, select the Preview item.

Please Note: The preview displays the first 100 rows of the report (and not all of the rows), so that you can quickly have an idea of how your report looks like. 

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