# Manage Saved Reports as a Partner

Once you have changed a report's filters and [saved](/partner/what-would-you-like-to-learn-about/platform-features/reporting-for-partners/report-management/save-reports-as-a-partner.md) the view, you can make various adjustments to the saved report view.

#### Manage a saved report

1. From the top navigation bar, select **Reports** → **Saved Reports**.
2. Select the title of the saved report you want to manage.
   * Optionally, hover your cursor over a saved report and select ![](/files/QmaL30TflEtQDgN6tzCe) **\[More]** → **Delete** to remove a report from your saved reports.
3. Select the ![](/files/8sWL7hpIpupIhTbAluAU) **\[Drop-down menu]** next to the report title to see actions you can take. See the *Actions reference* below.

   <div data-with-frame="true"><figure><img src="/files/HEgyjL6lA90SywsUSA1k" alt="" width="563"><figcaption></figcaption></figure></div>

<details>

<summary>Actions reference</summary>

| 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**                | <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 <em>Save View configuration</em> below 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 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.</p><p>1. Select <strong>Save As</strong> and change the title of your report.</p><p>2. Select <strong>Save</strong>.</p>                      |

</details>

<details>

<summary>Save View configuration</summary>

| Option              | Description                                                                                                                                                                       |
| ------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Name**            | Edit the title of the saved view of this report.                                                                                                                                  |
| **Default**         | ![](/files/AVLA6djTvSqRShX5oJKI) **\[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**          | ![](/files/AVLA6djTvSqRShX5oJKI) **\[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.                                       |

</details>


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