You can save different Detailed report templates so that you can access correctly filtered reports in no time.
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First, prepare the report according to your needs: set the level of details, displayed columns, and filters. In the top right corner, you’ll notice a “Save & Schedule” dropdown. Open it and click on the “Save new report” button.

Then name your report, select a date range, and you can save your report. If you select 'Day' as a date range, the report will always be shown for today, if you select 'Week' the report will be shown for current week, if you select 'Month' the report will be shown for current month and if you select 'Year', the report will be shown for current year.

There are two other options you can select when creating a new saved report:

1. Team visible

The created report configuration will be visible to all administrators in your account. They will see this saved report in their Saved Reports dropdown as well. If you do not select this option, the saved report will be visible to you only.

2. Schedule report

You can schedule the report to be sent periodically to your clients, other users, or yourself. When you select a date period, you will get the information on when the next report is scheduled. From then on it will be sent periodically - daily, weekly, monthly, or yearly.

The report will be sent 6 hours after the selected date range ends in the UTC timezone.

You can choose between a PDF or an XLS file and send a test email to your mailbox before saving the report.

Please click on the saved report to display it and you will be able to change the columns, filtering, etc.

Once you are done with your edits, click here to save the new configuration:

Here's how you can edit the settings (name, date range, scheduling, etc.) of the existing reports:

Here's how to delete an existing saved/scheduled report: