This guide explains how to save the configuration of a custom report, so you can reuse it in the future without having to reconfigure it every time.
This procedure applies after selecting a data source and defining the dimensions and metrics of the report.
Saving the Report Configuration
Follow these steps to save your current report configuration:
1. Configure the Report: Make sure you have set up the necessary elements in the Configuration panel:
- Add at least one item in Items to Display (Rows / X Axis).
- Add at least one item in Data to Calculate (Values / Y Axis).
- (Optional) Add the desired Filters.
2. Start Saving: In the top right toolbar, click the Save button (identified by the floppy disk icon <i class="fa fa-save"></i>).
3. Enter the Name: A dialog box titled Save Report will appear. Enter a descriptive name for your report (for example: "Quarterly Sales Report").
4. Confirm: Click the confirm button in the dialog box (usually "Save" or "OK") to complete the operation.
Once saved, you will receive a success notification ("Report saved"). The report will be immediately available in the My Reports section of the left sidebar.
Accessing Saved Reports
To load a saved report:
1. In the left sidebar, look for the My Reports section.
2. Click on the name of the report you just saved.
The system will automatically load the saved configuration (dimensions, metrics, filters, and chart type) and update the data.
