Reports - Basics
Safari offers you flexible, built-in reporting and data exports. This help page gives you an overview of the basic functionality.
VIDEO TUTORIAL (6 minutes) - Reports - General Training
Reports
Standard Reports and Custom Reports
Safari has a list of pre-built reports that we call "standard" reports. For more details, see Reports - Standard Reports & Fields.
You can create "custom" reports by changing a standard report or editing an existing custom report. To learn more about creating your own custom report, see Reports - Create Custom Reports.
Currently, you can save custom reports for yourself only. You cannot save custom reports for other users. This feature is on Safari's roadmap to add. Please contact your account manager if this feature is important to you.
Reports Lists
The Reports List page shows all reports, both Safari's standard reports and your custom reports. The standard reports appear first (alphabetically), and then your custom reports (alphabetically).
Download Formats
After you generate a standard or custom report, Safari gives you several download options: Excel, CSV, Image, PDF, and HTML. Simply click on the "Export" button in the upper-left corner above the report table and select your download format preference.
Exports
When to Use an Export or a Report
Use an export if you're pulling data into a third-party reporting engine or system. The export is generally faster than loading a Safari report. For onscreen reporting and downloading specific fields and reports, use Safari's built-in reporting.
For detailed information about standard reports, see Reports - Export CSV Data.
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