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Save a Custom Report as a Partner

When viewing a report, you can edit the default view and save it as a custom report.

Save a report

  1. From the top of the partner screen, navigate to the tabs menu and select the angle-down-solid.svg [Drop-down menu] → All Reports.

  2. Select the report you would like to make changes (e.g., change the date range or apply certain filters.).

  3. Once you have made your changes,select Save.

  4. In the Save View window, fill out:

    Options

    Description

    Name

    Add a descriptive name for this saved report.

    Default

    toggle-on-solid.svg [Toggle on] Default to Set this as your default view for this report.

    This saved view will become the new default view for this report type. If it is, you can always view the original report view in ReportsAll Reports.

    Public

    toggle-on-solid.svg [Toggle on] Public to Make this view available to other users for this account.

    If the report is set to public, it will appear for other users in the Custom category in ReportsAll Reports.

    Screenshot_2024-08-22_at_12_25_26.png

View your saved reports

  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 view.

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