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.