Learn how to save your Orlo Insights reports as either public or private, and how to download them for easy sharing with others.
Things to consider ✅
- Users will need the 'View Insights' permission enabled in the 'User Settings' area to access Insights.
- We recommend saving a report any time you make changes to the report, want to copy another public report, or want to save any filters to a template report.
- When saving a report, selecting 'Private' ensures only you can view it under your login. Choosing 'Public' makes the report accessible to anyone else within your organisation.
In this article:
Saving a Report
1) Navigate to the 'My Reports' button on the Insights dropdown.
2) You can save a report in the template report area and the My Report area. To do this, click on the report that you want to access.
3) To save a report, simply click the 'Save Report' button located in the top right corner. You will have the option to either create a new report or update an existing one. Additionally, you can select the access level, deciding whether to save the report as public or private.
Exporting a Report
1) You can do an instant export by selecting the 'Export' button on the top bar of your report. This will download a PDF export.
Automating an Export
1) You can set up automated exports for your insights reports, which can be delivered to specified email addresses on a weekly or monthly basis. This feature is particularly useful for sharing reports with individuals who do not have access to Orlo.
To automate your report, click on the 'More' button and select 'Automate Report'
2) Enter the email addresses of the recipients who want to receive the report, and select how often you would like the report to be sent—either weekly or monthly. Once you have added your options, click on 'Schedule Report' to save the automated report.
Copying a Report
1) You can copy any public report to create your own version, allowing you to modify it as needed. To do this, simply click the 'Copy' button located at the top of the report. After making any changes to the report, click 'Save' in the top right-hand corner.