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.
π‘ You can't save changes directly to built-in reports. To keep your customisations, create a copy of the report instead.
- Open a custom report or create a new one
- Make your changes
- 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
π‘ 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.