Saved Reports
Save any report view with its current filters and share it with your team. Schedule weekly email delivery for reports that matter to leadership.
How to save a report
- 1Navigate to any report page (Pipeline Forecast, MRR Waterfall, Churn Forecast, etc.)
- 2Configure the filters and date ranges you want to save.
- 3Click the Save Report button in the top right of the report page.
- 4Give the saved report a descriptive name (e.g., 'Q2 Pipeline — East Region').
- 5Click Save. The report appears in the Reports hub.
The saved reports hub
All saved reports appear on the Reports page (/reports). Each saved report shows:
- Report name and type
- Who created it and when
- Last run date and time
- Scheduled delivery status (if configured)
- Quick run button to view the report with saved parameters
Scheduling a saved report
From any saved report in the hub, click Schedule Delivery:
| Setting | Options |
|---|---|
| Frequency | Weekly (specific day) — e.g., every Monday |
| Time | Hour and minute in UTC (or your org timezone) |
| Recipients | One or more team members by email or role |
| Format | Email summary with key metrics, or full CSV attachment |
Scheduled reports are delivered via Resend email. The email includes a summary of key metrics and a link back to the live report. CSV attachments include all data rows matching the saved filters.
Report types and their URLs
| Report | URL |
|---|---|
| Pipeline Forecast | /reports/pipeline-forecast |
| MRR Cohort Waterfall | /reports/mrr-cohort |
| Churn Forecast | /reports/churn-forecast |
| Win/Loss Analysis | /reports/win-loss |
| Pipeline Velocity | /reports/pipeline-velocity |
| Stack Deviation | /reports/deviation |
| Profitability | /profitability |