---
title: "Reports Overview"
slug: "reports-1"
tags: ["reports"]
updated: 2026-09-18T16:35:28Z
published: 2026-08-03T12:59:06Z
canonical: "docs.revealdata.com/reports-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports Overview

On the **Reports** tab, you can generate, download, or subscribe to one or more reports.

Select the **Reports** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/reports-icon.png) in the menu.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/reports-screen.png)

## Download Reports

- First, double-click on a report or select the **View Report** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/eye-iconn.png) .
- When available, specify the report parameters and select the **Generate** button ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/generate-button.png)
- Finally, select the **Download report as PDF** button.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/pdf-button.png)
- Or, select the **Download report as CSV** button. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/csv-button.png)

## Subscribe to Reports

1. After opening a report, click on the Subscribe button ![image.png](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/image-PE7T6IYS.png)
2. The Subscribe to scheduled delivery modal opens up.
  1. In the **Frequency** dropdown, choose between **Daily**, **Weekly**, or **Monthly**.
    1. For the Daily frequency, users need to choose the **Delivery Time**.
    2. For the Weekly frequency, select the **Day of the Week** and **Delivery Time.**
    3. If chosen Monthly, choose which type of **Monthly Recurrence** you want to see, and the **Delivery Time**.
  2. Pick a **Format**, either **PDF** or **CSV**.
  3. Provide up to ten **Email Addresses** (separated by commas).
  4. Add a **Subject**.
  5. Write a **Message** proving more helpful information.
  6. Click on **Subscribe**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/subscribe-modal.png)

Users can view their Report Subscriptions in the **My Subscription** tab. They can see, search, and filter through the Report Name, Frequency, Format, Status, and Next Delivery.

For each subscription, users can edit, pause, or cancel the subscription through the icons ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/susbscription-options-icons.png).

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/my-subscription-tab.png)

> [!NOTE]
> Note
> 
> Users can create up to five independent subscriptions for the same report, each with its own filters, recipients, format, and schedule.

## View, Filter & Sort

Each individual report can be viewed on a separate page via the **View Report** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/eye-icon.png) .

Filter/sort the Reports View via the columns.

> [!NOTE]
> Note
> 
> Filtering/sorting works the same on all pages. However, for the Custodian Report, you can simply paste a list of custodian names or email addresses in the custodian filter of a Report and all custodians are automatically selected. This saves time compared to manually selecting multiple custodians.

View a short animation of filtering and sorting on this page: [Hold Management](/reveal-hold-new/docs/hold-management-1).

- To add/remove columns, select the **Settings** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/settings-icon.png).
- Then, select **Columns** and (de)select the appropriate columns.
- Update the Reports View with the Refresh icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot%202025-12-18%20172344.png).

## Export Reports View

Export the reports listed on this page in a CSV, Excel or PDF file.

- First, select the **Settings** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/settings-icon.png) .
- Then, select **Export As...** and select the format to which you want to export.

## Save View

The Reports View might have been adjusted by filtering, sorting and/or by a specific selection of columns (via Settings > Columns).

- To save this new view, select the **Settings** icon ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/settings-icon.png) .
- Then, select **Save View**.