💡In this article, you will learn about:
⭐️ Saved Reports
Think of these as your bookmarks, tailored to your needs and visible only to you.
Save time and win consistently by creating your saved reports now!
Creating Saved Reports
A report can be created directly from a report/view in 3 easy steps.
Click the 'Reports' icon on the upper right and then 'Save this report'
Enter your new report name and make sure you save the report into one of your Folder location instead of 'my saved reports'
Click 'Create' and you are done!
Tips: You can save a report with a dynamic date range using a custom range in the date range filter!
Accessing Saved Reports
You can access reports by clicking into the Reports button
Or go to the Reports Library found on the top right of your Products tab.
Managing Saved Reports
Creating a folder in the Reports Library:
Go to Reports Library
Under the Reports section
Click on + New folder, enter the folder name and click Create 🙌
Moving Reports to a Folder:
Moving reports to a folder is as easy as 1, 2, 3 (Click, Drag, and Drop)
Updating existing Reports
You can also update an existing saved report by following these steps:
Click on the Report you are wanting to update via Report Library or the Report Button
Apply your filters & metrics changes
Click on Save Changes and you're done!
👉 An 'owner' user may also convert their saved report to a template so it is accessible to the rest of the team. Click on the three dots on the upper right of the saved report and select 'Convert to a template'
Got any questions? Feel free to reach out to our in-app chat for assistance! 🤩