Saving Reports (Report Settings)

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Save Reports

In each report, a user can save commonly used settings. Saving reports will prevent duplicate work each time you come back to it, and it will also minimize reporting errors due to inconsistent settings. Saved reports are available only for the user that created them and cannot currently be shared between users.

The top right corner of each report screen displays the Save options:

To save the settings of a report:

  1. Adjust the settings of your report
  2. Add a title to the blank box next to the save button
  3. Click Save

To load a previously saved report:

  1. Select the title of the report in the — Choose — box
  2. Click Load

To delete a saved report:

  1. Select the title of the report in the — Choose — box
  2. Click the red octagon on the right of the selected report

To change the default settings for a report:

  1. Adjust the settings of your report
  2. Type “BASE” in the blank box next to the save button. You must use ALL CAPS for “BASE”
  3. Click Save

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Last Updated On August 08, 2018