Help Center

| Submit or View Help Requests | Developer Docs |

View desktop instructions
View mobile app instructions
Manage Saved Custom Reports as a Partner

Once you have changed a report and saved it as a custom report, you can make adjustments to it in various ways

Manage a saved report

  1. From the top navigation menu, select angle-down-solid.svg [Drop-down menu] → Saved Reports.

  2. Select the report name of the saved report you want to manage.

    • Optionally, select Delete to remove a report from your saved reports.

  3. Select the angle-down-solid.svg [Drop-down menu] for actions options for the saved report.

    Actions

    Descriptions

    Clear

    Select this option to temporary clear your customizations and view the default view of this report again.

    Edit

    Use this option to edit your report data view. (e.g., selected Date Range).

    1. Select Edit and make the desired changes.

    2. Once complete, select Update.

    Delete

    Select this option to Delete this saved report.

    Save As

    Use this option to save a duplicate customized report under a new name. This is useful you have made extensive changes to the report and want to save a different one with only a few changes.

    1. Select Save As and change the name of your report.

    2. Select Save.

    Screenshot_2024-08-23_at_16_11_38.png

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.