Skip to main content
Accessing your report history

Access detailed logs of past reports at both the customer and account levels.

Updated over 6 months ago

Report History gives you access to a detailed log of reports previously generated at the customer and account levels. You can retrieve commonly used reports and view details like time, location, and delivery format.


Customer-level report history

  1. Go to Insights in the top menu, and select Report History in the dropdown.

  2. Click Select an Account, and choose Customer Level.

  3. 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

  1. Go to Manage in the top menu.

  2. Click on an account in the list.

  3. Click Activity & Logs on the right, and select Report History in the dropdown.

  4. 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.

Did this answer your question?