1. Navigate to the Saved Reports dashboard using the universal search, or by going to the 'Reports' category in the left side menu.
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2. On Saved Reports, the reports are organized by "Report Category", which can be set when saving any report, or modified on an existing saved report.
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3. Users can view a log of recent executions (by anyone), share the report with other roles in the system, or delete the report; using the three dots to the right of the report.
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4. View other reports that have been shared by changing the 'Owned By' or by using the 'Shared with my role' tab.
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5. Schedule reports to send on a daily/weekly/monthly basis at a Report Category level.

​ Note: All of the reports in that category are sent at the same time, in a single message.

6. View scheduled reports set in the past in the 'Active Schedules' tab.

Report Category: A collection of reports, similar to a 'folder' on a computer that the reports are kept in
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Report Roles: Permission controls that allow anyone in the selected roles to view/run this report
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Report Run Log: A log in the system recording every execution of a report, who ran it, what time it was ran, and how long the report took to complete. Report Run Log records are compressed to a per-report-per-user-per-month level 2 months after they are created, and moved to the Report Run Log History table