Create a Custom Report
Create a customized report to analyze financial or other information for your project.
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To edit a report at any time, from left-hand panel under My Reports or Public Reports, click on the report name to view it, and then click the Edit icon .
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To delete a report at any time, from left-hand panel under My Reports or Public Reports, click on the report name to view it, and then click and select Delete Report. A confirmation message appears. Click Delete.
- To export the report as a PDF, CSV, or Excel file, click , and then select an export option.