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How to Save Reports
Updated over 2 months ago

Saving your performance reports allows for quick and easy access to regularly used data, making your workflow more efficient. Follow these steps to save reports in the Admin Account.

Steps to Save a Report

  1. Log in to the Admin Account

  2. Navigate to Performance Reports

    • From the menu on the left, select Performance Reports to enter the report section.

  3. Select Your Desired Report Type

    • Choose the report type from the Report Type dropdown menu.

  4. Apply Filters

    • Modify any filter options to customize the report as per your needs.

  5. Run the Report

    • Click the Run Report button to generate the report based on your selected filters.

  6. Save the Report Settings

    • Once the report has loaded, click on Save Report Settings.

  7. Select a Report Slot

    • Click on the Select dropdown menu to choose a report slot where you want to save the report.

  8. Name the Report

    • In the Report Name field, enter a name for your report.

  9. Update and Save

    • After naming the report, click Update to save it.

Accessing Saved Reports

  • Once you save a report, it will appear under My Saved Reports the next time you are in the Performance Reports tab.

Scheduling Reports

After saving a report, you can schedule it to run and be emailed to you on a weekly or monthly basis. Instructions for scheduling reports are available in the next section.

By following these steps, you can easily save and access reports whenever needed.

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