# Manage Saved Reports as a Partner

Once you have changed a report's filters and [saved](https://help.impact.com/partner/what-would-you-like-to-learn-about/platform-features/reporting-for-partners/report-management/save-reports-as-a-partner) 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 ![](https://347878556-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2Fgit-blob-8ec3e877b1397045c61d394485e72ac4d93120ee%2Fc6ddb46c637059f06e86c790a911217a9428f5c47b5efef046f90555e85b03cd.svg?alt=media) **\[More]** → **Delete** to remove a report from your saved reports.
3. Select the ![](https://347878556-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2Fgit-blob-c2cb550b55c51ea1eeff0acbd6f437a03b621a2c%2F60d033ae8a04c14498d5229c3c0160ac05feea7f605dbd770741793c900469f0.svg?alt=media) **\[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="https://347878556-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2Fgit-blob-3836470bd57f92c3875ccc8aaa931cd9e80636eb%2F07286c46e16df52154cc1119fc9ae682088897e3b28de4b9af58f422cf0dc8dc.png?alt=media" alt="" width="375"><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**         | ![](https://347878556-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%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://347878556-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%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.                                                                                                                                                                                                                                                                     |

</details>