You can Edit, Share, Schedule, or Delete an existing dashboard by hovering over the dashboard in the left panel.

After a report has been created and saved, you can Save Snaps of that report which will save a version of the report with the corresponding data that you can go back and view at a later time. This provides a way to track and view how your data may be changing over time.

A report can be scheduled to run and create a Snap so that you do not need to manually save snaps. The scheduling functionality also enables you to specify recipients to receive a copy of the report whenever it is set to run.

We encourage you to set up a basic report and send it to yourself to get a hands-on feel for how it works. If you want to learn more about specific object types and some of the deeper configuration options, let us know. We are happy to answer any questions and direct you to additional resources

If you have further questions did you know that we offer interactive trainings here: revverdocs.com/open-office-hours

​Need Help?

Contact Technical Services

To get in contact with our technical services team for assistance select the chat bubble in the lower right corner. Initially you will connect with our AI bot Fin. If Fin is unable to answer your question please select the talk to a person button below his answer to speak with a member of our technical services department. Fin can also transfer you to a live representative at any time, just ask Fin to "transfer me to a live technician".

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