When you change any of the view settings of a report, a Save button will appear next to the report's title.
From the left navigation menu, select
![[Engage]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-d0da6a759d66830ceb05e654496a4338.svg)
[Engage] → Reports, then find a report you want to view.On the report's screen, use the filters at the top of the page to modify view settings to your desired preferences.
When you change any of the view settings of a report, select the Save button that appears next to the report's title.
In the Save View dialog box, fill out the settings. See the Save view configuration section below for help with these settings.
Select Save to finish saving your report view.
Name | Enter a title of the saved view of this report |
Default |
|
Public |
|
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. |
![[Toggle on]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-84d1224fd3bb6ba94b899febe2021eaa.svg)
On the Saved Reports screen, you can see all of your saved reports (and any shared from other users) in the list.
From the left navigation menu, select
[Engage] → Reports → Saved.To run a saved report, select the linked Report Title in the Name column.
Once accessed, you can 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's title to see actions you can take. See the Actions reference below.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
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 section above 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 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.
Select Save As and change the title of your report.
Select Save.