Save a Custom Report

You can save the criteria you selected for a custom report so that you can view it at a later time without selecting all of the criteria again. You can save a custom report as public or private. Custom reports saved as Public can be viewed by other users as well. The custom report name appears in the upper-left corner.

To save a custom report

Step 1: On the Analytics homepage, click Create a Custom Report.

The Create a Custom Report page is displayed.

Step 2: Do one of the following steps:

Option 1: In the upper-left corner, click the icon to view the flat report.

Option 2: In the upper-left corner, click the icon to view the aggregate report.

Step 3: Select the appropriate report type and organization filter.

Step 4: In the menu, click Save.

Step 5: In the Name box, enter a name for the custom report.

Step 6: Select the Public check box, if you need to make the filter available to anyone with permission to view or create reports within that organization.

Step 7: Click OK.

A confirmation dialog box is displayed with the “Are you sure you would like to save the report?” message.

Step 8: Click OK.

The custom report is saved.

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