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In this article:
How to Delete a Report
Click on Mapping from the navigation bar, select Saved Reports from the dropdown options.
Locate the Report Name you want to delete from the table by using the search bar
At the end of the Report row you will see three dots, click on the dots to see a dropdown menu
Click Delete Report
A pop-up window will ask you if you are sure you want to delete the report. Click Yes, Delete to permanently remove the report.
How to Duplicate a Report
Navigate to the Saved Reports workspace and locate the Report you want to duplicate.
At the right of the Report row you will see three dots
Click on the dots to locate the Duplicate Report option
Click Duplicate Report
After clicking Duplicate Report, a pop-up modal will prompt you to edit the Report name
Click Save a Copy
How to Export a Report
Navigate to the Saved Reports workspace and locate the report you want to export.
At the right of the Report row you will see three dots
Click on the dots to locate the Export option
Click Export
In several minutes, you will receive an email from Crossbeam with the link to access the exported report.
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