The following video discusses saving reports and filters in order to quickly access desired reports and filter settings in the future.
Saving Reports and Filters
Key Steps
Saving Reports:
Give the report a name.
Click on the "Save" button to save the report.
To access saved reports, click on the "Manage Saved Reports" button.
Select the desired saved report to view it.
Editing Saved Reports:
If you need to make changes to a saved report, do not edit the saved report directly.
Instead, copy the saved report, make the necessary changes, and save it with a new name.
Saving Filters:
Set up the desired filters for the report.
Click on "Manage Saved Reports" and select the option to save current filters.
Give the saved filters a name and choose whether to share them with other users.
Update the saved filters.
Cautionary Notes
Avoid editing saved reports directly; always make changes to a copied version to preserve the original report.
Ensure that saved filters are updated when necessary to reflect current data accurately.
Tips for Efficiency
Use descriptive names for saved reports and filters to easily identify them later.
Share filters with other team members by checking the option to share them when saving.
Regularly update and review saved reports and filters to ensure they align with current needs and data.