How to access Reports I created? (Legacy)

Once you’ve created a report, it will be housed under the Reports in the navigation panel on the left side of the screen.

Hover over and then select "All Reports" to view a list of reports that you created. 

If you hover over any of the reports you’ve generated, options will appear on the right-hand side of each report as follows:

Save as PDF

• Download the report into a PDF to save to your computer or send as an attachment.

Duplicate

• Clicking "Duplicate" will provide a copy of the report.

View

• Allows you to view the entire report where you can also "Edit Report Sections"

Schedule

• Allows one to set up a schedule, frequency and recipients of the report you designate for this function.

Share your report

• Generate a link to your report which you can share with anyone
• The link is live for non-FiscalNote users. 

Edit your report

• Go back in and change what you want to include or move components around.

Delete your report

• You can bulk delete reports by clicking on the checkboxes to the left of the reports and/ or clicking the 3 dots beside the report to access Delete- Both ways can and will be able to delete the reports.

Note: We are constantly rolling out updates and making improvements to the platform. Please help us keep the Help Center up to date by reporting any information that may need some updating at support@fiscalnote.com.