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View a Predefined Report

To view a predefined report, do the following:

  1. Navigate to the Predefined Reports page.

  2. Click the name of the desired predefined report to open it.

  3. Click the Run button (see Explore Analytics Page UI Elements, item 7) to run the query for the predefined report.

Add a Filter to a Predefined Report

To add a filter to a predefined report, do the following:

  1. Navigate to the Predefined Reports page.

  2. Click the name of the desired predefined report to open it.

  3. Click the ▸ Filters section to expand it and see the available filters.

  4. Add the desired filter(s).

  5. Optional: Click the Run button (see Explore Analytics Page UI Elements, item 7) to run the query for the predefined report.

Save a Predefined Report as a New Report

Predefined reports cannot be edited. However, a predefined report can be copied and saved as a new report that can be edited.

To save a predefined report as a new report, do the following:

  1. Navigate to the Predefined Reports page.

  2. Click the name of the desired predefined report to open it.

  3. Click the Explore actions gear icon (see Explore Analytics Page UI Elements, item 8) to open the action menu.

  4. Hover over Save..., then click Save As.

  5. In the Save Look window, do the following:

    1. For Title, enter a unique name for the report. If another report with the same name already exists, saving the current report will replace the previous report. Report names are case-insensitive.

    2. Optional: For Description, enter a description of the report.

    3. Select the folder to save the report in. Folder options depend on the user's access permissions.

  6. Click the Save & View Look button to save and view the newly created report.
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