View the Report Right After Running a Report
If you have just run a report, you can quickly view the results through alerts. Click the Alerts icon (bell) in the upper right corner of LiveHive. When completed, you'll have an alert saying that the report is ready to view. Click this alert to view the report. In this example, I can click on "Your report Emailed in the last month is ready to view" to load the list of contacts that I've emailed within the last month.
Depending on the type of data your report is for, you will have different action options. For a contacts report, I can select all or some of the contacts using the checkboxes on the left side, then click Bulk Actions.
I can add the contacts to an existing group, create a new group, assign them to a SmartPath, or export the selected contacts to a CSV file.
The Bulk Actions menu options will change depending on the results of the report.
For example, if you ran a report for Tasks or SmartPaths, the Bulk Actions option is Export to CSV.
View a Report Later
Navigate to the Reports list by clicking on People in the left sidebar, then selecting Reports.
You can view the data associated with a report at any time by clicking on the action pencil. Check that the date and time stamp under the Last Run column is what you want for the report. For example, you may have last run the report last week, but now want results that are current. You may want to run the report again.
To view the results of the report, click the Action pencil on the far right side of the report.
Select View Results. In this example, I will have a list of contacts I've emailed within the last month.