This article details how you can add, download and edit new and existing reports on your dashboard.
Add a new Report:
Adding a report means that you are setting up the report to be emailed to yourself or another member of your team.
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Go to the Reports Screen using the menu on the left side of the screen.
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Click the + Add Report button
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Implement your desired Report configurations
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Click the blue Save button in the bottom right corner of the screen.
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Check your email inbox to access the downloaded Report.
Edit an existing Report:
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Go to the Reports Screen using the menu on the left side of the screen.
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Use the Reports table to find the Reports you want to edit.
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Click on overflow menu icon at the far right end of the row for that Report and select Edit.
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Implement your desired edits
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Click the blue Save button in the bottom right corner of the screen.
✅ Tip: If you manage a large portfolio, use the search and filter features to refine table results and find what you’re looking for in just a few clicks.
To learn more about the kind of reports in the GlacierGrid dashboard click here.