Table of Contents
View a Predefined Report
To view a predefined report, do the following:
- Navigate to the Predefined Reports page.
- Click the name of the desired predefined report to open it.
- 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:
- Navigate to the Predefined Reports page.
- Click the name of the desired predefined report to open it.
- Click the ▸ Filters section to expand it and see the available filters.
- Add the desired filter(s).
- 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:
- Navigate to the Predefined Reports page.
- Click the name of the desired predefined report to open it.
- Click the Explore actions gear icon (see Explore Analytics Page UI Elements, item 8) to open the action menu.
- Hover over Save..., then click Save As.
- In the Save Look window, do the following:
- 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.
- Optional: For Description, enter a description of the report.
- Select the folder to save the report in. Folder options depend on the user's access permissions.
- 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.
- Click the Save & View Look button to save and view the newly created report.