Saving Reports
Use clear naming conventions. Ex: [Brand] [Report Type] [Region] [Date Range].
Saved reports appear under My Reports on the Home screen.
You can rename or duplicate them at any time.
Sharing Reports
After saving, click Share and select team members or groups.
Shared reports retain filters, ensuring everyone works from the same view.
Exporting Data
Formats: Excel (.xlsx) and CSV.
Best practice: Export summaries for meetings; export raw data for analysis in BI tools.
Note: Exports refresh with each data update — download again for the latest figures.
Tip: Keep profiles updated if new retailers are added to your program.