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2.5. Loading Reports

Saved reports can be quickly loaded by selecting ‘LOAD’ from the report actions menu, as shown below.

Saved reports can also be found in the My Profile section in the top-right hand corner of RubiCRM.

Click the "Open/Edit" icon to edit options about your report, click the "link" icon to run the report and open the results in a browser and click the name of the report to open for editing.