Save a new report

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When you create or edit a standalone report, you can save a new report from the existing report. This is common when you make changes to an existing report and need to save those changes separately while maintaining the previous report configuration.

Save a new report

  1. Go to Reports.

  2. Open the folder where you saved the individual report that you want to manage.

  3. Find and select the report.

  4. Optional.

    1. Click Edit and edit the measures and dimensions of the report as needed.

    2. Click Plot.

  5. Click Save As.

  6. In the Save Report As window, complete the following fields:

    Field

    Description

    Name

    Type a unique name for the report.

    Select Folder

    From the dropdown, select the folder you want to save the report to.

    Categories

    Optional. From the dropdown, select existing categories or type a new categories and press Enter. Categories are tags that help you filter and search for reports.

    Description

    Optional. Type a brief description for the report.

  7. Click Save As New.