# Save Reports

When you change any of the view settings of a report, a **Save** button will appear next to the report's title.

1. From the left navigation menu, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **Reports**, then find a report you want to view.
2. On the report's screen, use the filters at the top of the page to modify view settings to your desired preferences.
3. When you change any of the view settings of a report, select the **Save** button that appears next to the report's title.
4. In the *Save View* dialog box, fill out the settings. See the [*Save view configuration*](#section-idm273503253835854) section below for help with these settings.
5. Select **Save** to finish saving your report view.

#### Save view configuration

|                     |                                                                                                                                                                                                                                                                                                                                                                                                                  |
| ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Name**            | Enter a title of the saved view of this report                                                                                                                                                                                                                                                                                                                                                                   |
| **Default**         | ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d0b6669ae76a7bef06a8d6940d7ad5c16bb8d018%2F7cb018d4face8d7cceb880eb5086c812e764fbcfe6f2a0377f88bc7576973070.svg?alt=media) **\[Toggle on]** this option if you want your saved view to be the default view of this report for you, without affecting others in the account. |
| **Public**          | ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d0b6669ae76a7bef06a8d6940d7ad5c16bb8d018%2F7cb018d4face8d7cceb880eb5086c812e764fbcfe6f2a0377f88bc7576973070.svg?alt=media) **\[Toggle on]** this option if you want other users of your brand's account to have access to your custom report.                               |
| **Account Default** | If the *Public* option is selected, this option becomes available, and will set your saved view of the report as the default for all users.                                                                                                                                                                                                                                                                      |

#### Update the view of your report

* When you change any of the view settings of a saved report view, an **Update** button will appear next to the report's title.

#### Access your saved reports

On the *Saved Reports* screen, you can see all of your saved reports (and any shared from other users) in the list.

1. From the left navigation menu, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **Reports → Saved**.
2. To run a saved report, select the linked **Report Title** in the *Name* column.
3. Once accessed, you can select the ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[Drop-down menu]** next to the report's title to see actions you can take. See the *Actions reference* below.

<details>

<summary>Actions reference</summary>

| Actions                 | Description                                                                                                                                                                                                                                                                                                                                                                                                     |
| ----------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Clear**               | Select this option to temporarily clear your customizations and view the default view of this report again.                                                                                                                                                                                                                                                                                                     |
| **Set as default view** | Select this option to set this view as the default view for this report.                                                                                                                                                                                                                                                                                                                                        |
| **Edit**                | <p>Use this option to edit the saved view of the report. Only the one who saved the report will have access to this option.</p><p>1. Select <strong>Edit</strong>. In the <em>Save View</em> dialog box, fill out the settings. See the <a href="#section-idm273503253835854">Save view configuration</a> section above for help with these settings.</p><p>2. Once complete, select <strong>Save</strong>.</p> |
| **Delete**              | Select this option to **Delete** this saved view of the report.                                                                                                                                                                                                                                                                                                                                                 |
| **Save As**             | <p>Use this option to save a duplicate customized report under a new title. This is useful when you have made extensive changes to the saved view of the report and want to save a different one with only a few changes.</p><p>1. Select <strong>Save As</strong> and change the title of your report.</p><p>2. Select <strong>Save</strong>.</p>                                                              |

</details>
