Save a report

Saving a report lets you keep your current filters and setup for future use. This article shows you how to save a new report or save changes to an existing custom report.

πŸ’‘ You can't save changes directly to built-in reports. To keep your customisations, create a copy of the report instead.

Save a new or existing custom report
  1. Open a custom report or create a new one
  2. Make your changes
  3. Select Save
    • If it's a new custom report: Enter a Report name and select Save in the pop-up window
    • If it's an existing custom report: Select OK in the pop-up window

πŸ’‘ The message The report will be overwritten. Are you sure? appears only the first time you select Save after opening a report. Subsequent saves complete automatically.

Need more support?

If you get stuck or have additional questions, you can contact our team directly through the Help widget in the bottom-right corner β€” we typically respond within one business day.

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