Rubii provides various actions you can take on your custom reports, allowing you to manage, update, and share your data more efficiently. Below is a table explaining the different actions available for custom reports:
| Action | Description |
|---|---|
| Edit | Allows you to make changes to an existing custom report. You can adjust filters, columns, or data criteria to refine your report based on current needs. |
| Clone | Creates a duplicate of the existing report. This is useful when you want to keep the original report intact while experimenting with different data configurations. |
| Refresh | Updates the report with the latest data. Use this action if you need to ensure your report reflects real-time changes or newly added data in your Rubii account. |
| Download | Allows tenants to download a zip file containing a csv file for the report. When you click the download button, you will also see the report history. This report history is updated whenever you edit and save a report, allowing you to track previous versions of the report. |
| Delete | Permanently removes the custom report from your Rubii account. Be cautious, as this action cannot be undone, and the report will no longer be available for future use. |