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Every report lives inside a client. Open a client to reach its Reports tab, which lists every report and dashboard for that client. Use it to find, open, or manage any report.
  • Search — type in the search bar to match by report name.
  • Type filter — show only Multi-Page Reports or only Dashboards.
  • Sort — switch between recent activity, name, type, and date created.

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What’s in the list

Use consistent report naming — including month and year (e.g. Paid Social — March 2026) — to make the list searchable as it grows.

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Quick actions

From any row’s three-dot menu:
  • View — open the report.
  • Edit — open it in the editor.
  • Duplicate — see Duplicate Report.
  • Save As Template — see Add Template.
  • View Automations — jump to the automations for this report.
  • Archive — moves the report to the Archive.
Read-only users see View and View Automations only.

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Actions from the report header

You don’t have to come back to the list to act on the report you’re already viewing. The report header carries a ⋮ menu with the same actions — Duplicate, Save As Template, View Automations and Archive — minus View and Edit, which the header already has its own controls for. Both menus are built from one definition, so an action added to the list appears in the header too.