Save a Report

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Overview

The ability to save reports in the Analytics platform allows you to easily access custom or modified standard reports without recreating them.

Audience

All users

Save to a New Dashboard

To save your Look to a new Dashboard in Analytics, navigate to your My Reports or My Company folder, then select a Look.  

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Click the settings icon > Save > As a new dashboard.

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Add a new Title and then select My folder.

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Click Save.

Your new dashboard will appear in your Personal folder, Dashboards. You’ll receive a success message stating that your Look has been saved to a new dashboard.

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To navigate to your new Dashboard, go to the My Reports tab and click the Dashboard you created in an earlier step. 

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Save to an Existing Dashboard

Click the settings icon > Save > To an existing dashboard.

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Choose the folder and dashboard to which you’d like to save your Look.

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Click Save to Dashboard.

Save as a Look

Click the settings icon > Save > As a Look.

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Give your Look a:

  • Title
  • Description
  • Select a folder

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Click Save.

To view your saved Looks, click the folder icon, then select the folder. All your Looks will be displayed in the menu.

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