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Report History gives you access to a detailed log of reports previously generated at both the customer and account levels. You can retrieve commonly used reports and view details like time, location, and delivery format.
In This Article:
Customer-Level Report History
Customer-Level Report History
Click Insights in the top menu, and select Report History in the dropdown.
Click Select an Account, and choose Customer Level.
In the list of previously generated reports, check the box next to a report name, and select Download to get a snapshot of the report.
Note: If your original report was built as a PDF and the CSV data was attached, you'll be able to select either version from the list of historical reports.
Account-Level Report History
Account-Level Report History
Click Manage in the top menu, and select an account.
Click Toolbox on the righthand side, and select Report History in the dropdown menu.
In the list of previously generated reports, check the box next to a report name, and select Download to get a snapshot of the report.
Note: You can also access your account-level report history by going to Insights > Report History > Select an Account. Then, choose the account you want to access.
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