A client's reports are automatically saved against the client in the Client & Report Library which can be accessed from the Libraries dashboard.

If ‘View all user’s clients / reports’ has been activated for your account in Manage Users, you will notice an additional ‘Owned by’ field above the ‘Client name’ search which will allow you to view and edit clients and reports belonging to other users within your account.

Having located the client, you can view their reports by clicking the Report Library icon to the right of the client's name.

Much like the Client Library, you can filter and sort a client's reports by any of the column headings within the Report Library.

To edit the content of a particular report simply click on the 'Report name' and you’ll be directed to the Report Builder for that report.

From within the Report Library, it is also possible to: