Save a report and open it again
Keep the choices you made in the report builder under a name, share them with your team, and open them again later.
Where to find it
Home › Reports › Saved & scheduled
Open this screenSteps
- Build the report on the “Report builder” tab first (Group by, Measure, period).
- Choose the “Saved & scheduled” tab.
- Type a name in “Save this report as”. Tick “share it” if everyone in your organisation should see it.
- Press “Save”. It appears under “Saved reports”.
- To use it later, press “Open in builder”, then press “Run” on the “Report builder” tab.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Save this report as | The name of the saved report. | — |
| share it | Shared reports are listed for everyone in your organisation; otherwise only you see it. | Off |
| Open in builder | Loads the saved choices into the report builder. | — |
| Remove | Deletes a saved report. Shown only to the person who saved it. | — |
Troubleshooting
It says “Give the view a name”.
Type a name in “Save this report as” before pressing “Save”.
There is no “Remove” button on a report.
Only the person who saved a report can remove it.
Tips
- A saved report can be emailed on a schedule; see “Send a report by email on a schedule”.
Good to know
- A saved report keeps the choices, not the figures: open it and run it to see today’s numbers.