Tips and Tricks

Run a Pinned Report in Two Different Ways

Description

When you access pinned reports, did you know that there are two ways to run the report? You can run the pinned report using the execute icon versus the hyperlink. Running a pinned report using the lightning bolt icon executes the report immediately with all previously saved filters applied, taking you straight to the results. Whereas clicking the hyperlinked report title first opens the filter options screen, allowing you to view, adjust, or update filters and advanced options before running the report.

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