Saving Custom Reports

Permission Implications

Any Saved Report created is shared with all users unless the user belongs to a group that is limited to a specific set of reports. Learn more about User Groups here.


What is a Saved Report

Within the Report Builder there are stock reports. Each stock report can be saved with a unique view - saving the dimensions and metrics in the view for each time you open that report.

Allowing you to enable only the metrics that are important, coupled with applying the dimensions, eliminates the need to always spend time organizing your report, allowing you to get right into analyzing the data.

Once a report is saved, it will now live within the Saved Reports section of Analytics.

Saved Reports section in Analytics

How to Save a Report

  1. Select the Stock Report to start.

  2. Choose the Metrics you wish to have in the default view. This will turn Metric columns on/off from view when toggled.

    Metrics selection in Report Builder
  3. Add/edit the Dimensions for your default view. Click on the top level Dimension to adjust the starting view. Select from many Dimension options.

    Dimensions selection in Report Builder
  4. Add additional data dimensions by clicking Add Dimension.

  5. Expand the view by clicking on the row within the report you wish to view.

Saved Dimensions

When saving a report, if you click on the row(s) to expand to additional dimensions, those will always expand when returning to the saved report.



If you do not expand those at the time of saving the report, they will remain collapsed.

Expanding dimensions within a report
  1. Once the report is ready, click Save As.
Save As button in Report Builder
  1. Name your Report.

  2. Set the Category this report should live under. Categories will allow you to group reports together on the Saved Report Tab.

    Naming a report and setting a category

    Under Analytics -> Saved reports you can see the Category view here:

    Category view of saved reports
  3. Set the Timeframe from the stock list, or create a custom timeframe.

    Timeframe selection for a report
  4. Give your report a description so other users in your organization know the goal this report achieves.

  5. Hit Save.


Finding a Saved Report

Once a report has been saved, it will now be available on the Saved Reports tab within the Analytics section.

Saved Reports section in Analytics

Deleting a Saved Report

If you are no longer using a report and want it deleted from your view, you can set a report to Inactive.

  1. Navigate to the Settings tab.

  2. Select the Customization Tab.

  3. Select Reports.

    Reports tab under Customization settings
  4. Search the report name or report ID.

    Searching for a specific report
  5. Click on the report of choice.

  6. Click Advanced.

    Advanced settings for a report
  7. Uncheck Active.

    Active checkbox in advanced settings
  8. Hit Submit.


Sharing a Saved Report

Saved reports are available to all admin users, and any user without reporting restrictions (access to all reports).

If a user has reporting restrictions to the reports they can view, and you save a new report, you will need to enable it to their User Group.

See more details on User Groups here.