How do I save a customized report?

You can configure a custom view of any Analytics report and save it. Custom reports can also be organized into custom categories. The icons at the top of the report allow you to perform several actions to filter the view:

  • Filter by Stage
  • Filter by Segment
  • Filter by Custom Field
  • Filter by team member (teams only)
  • Filter by Sub Team (teams only)
  • Filter by user tag (leaderboard only)
  • Filter by time scale

Leaderboard filter options:

For reports other than the leaderboard you'll see these filter options: 

Once you have the report filtered to a view you can save it for quick access in the future. 

1.) Tap on the copy icon.

2.) Enter the name of your report. 

3.) Select a category or create a new category. 

4.) Optionally, you can share the report with your team. 

5.) Save the custom report. 

The saved report will appear in a new category called Saved or Shared if you shared the report with your team.

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