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Download historical reports

Navigate to the report's "Activity" tab, and under "Emails" select the ellipsis next to a report, and then select "Download"

Matthew Davis avatar
Written by Matthew Davis
Updated over 3 weeks ago

How to view and download old reports

To get started, navigate to the Client where you'd like to view and download old reports for, and then, select the 'Reports' tab.

Next, click the name of the old report you'd like to view or download.

This will open up the report editor. Then, at the top, click Activity to open the activity logs.

In the "Emails" tab, you'll see a "..." button for each time the report was automatically generated and sent. Click "..." and hit the "Download" to download a PDF copy of the report.

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