When looking at the Analytics page, quite often you filter your data in ways that you would want to use again and again. Saving these as a Report enables you to quickly and easily come back and reference it when needed.

We will show:

💡

Each time you go back to these reports in Analytics, they will be updated to reflect the most recent data that matches your selected filters.


How to build your reports

As we have seen in previous articles, after navigating to the Analytics page and clicking on the Issues tab, the magnifying glass button allows you to select what filters you want to apply to your data. These can be combined to narrow down to display only the information that you need.

The Group By on the top right button allows you to select how your information is displayed. These viewing options can also be mixed in pairs to better view the information you need at a glance; by switching the two groupings of your choice, you can change how the information gets presented.

The More Options menu lets you:

  • Expand or collapse the rows in your report

  • Print your view

  • Turn your report into graphs, that can be added to the dashboard

  • Save the report view to the Manage reports menu (pink bar on the left)

  • Export your configuration into a PDF, CSV, JSON and/or XML file

  • Add/remove columns to your report


How to save a Report

There are two ways to save the report that you would have configured in the previous steps:

  • From the More Options menu, click on the Save button (as seen above)

  • By expanding the Manage Reports menu bar (pink bar on the left), you can click on the Save as New Report button on the top.

With both these procedures, your report will be added to the list of reports and available for you to revisit when necessary.

From left to right, the 4 small icons next to the report's name allow you to:

  • Edit the report's name

  • Delete it

  • Share it- make it available for other Admins in your Org in their Manage Report's menu

  • Star it- add to the top bar of your Analytics page for even faster reference

💡

Review the Ops and Issues Settings article to learn how to make reports mandatory in your Org's Admin's Analytics page.


Now that you have built all these helpful Reports...

Did this answer your question?