How do I add, download, or edit reports? 

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. 

  • Go to the Reports Screen using the menu on the left side of the screen.

  • Click the + Add Report button

  • Implement your desired Report configurations

  • Click the blue Save button in the bottom right corner of the screen.

  • Check your email inbox to access the downloaded Report.

Edit an existing Report:

  • Go to the Reports Screen using the menu on the left side of the screen.

  • Use the Reports table to find the Reports you want to edit.

  • Click on overflow menu icon at the far right end of the row for that Report and select Edit.

  • Implement your desired edits

  • 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.