Once you have changed a report's filters and saved the view, you can make various adjustments to the saved report view.
From the top navigation bar, select Reports → Saved Reports.
Select the title of the saved report you want to manage.
Optionally, select Delete to remove a report from your saved reports.
Select the
![[Drop-down menu]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-d6b35853a9aa1f1fe6bd66da29bd09fa.svg)
[Drop-down menu] next to the report title to see actions you can take. See the Actions reference below.Actions
Descriptions
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
Use this option to edit the saved view of the report. Only the one who saved the report will have access to this option.
Select Edit. In the Save View dialog box, fill out the settings. See the Save View configuration below for help with these settings.
Once complete, select Save.
Delete
Select this option to Delete this saved view of the report.
Save As
Use this option to save a duplicate customized report under a new name. 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.
Select Save As and change the title of your report.
Select Save.
Option
Description
Name
Edit the title of the saved view of this report.
Default
![[Toggle on]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-84d1224fd3bb6ba94b899febe2021eaa.svg)
[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
[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.
