> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/partner/zh/ni-xiang-liao-jie-shen-me/platform-features/reporting-for-partners/report-management/manage-saved-reports-as-a-partner.md).

# 作为合作伙伴管理已保存的报告

在更改报告的筛选条件并 [已保存](/partner/zh/ni-xiang-liao-jie-shen-me/platform-features/reporting-for-partners/report-management/save-reports-as-a-partner.md) 视图后，您可以对已保存的报告视图进行各种调整。

## 管理已保存的报告

1. 在顶部导航栏中，选择 **报告** → **已保存的报告**.
2. 选择要管理的已保存报告标题。
   * （可选）将光标悬停在已保存的报告上并选择 ![](https://1152657667-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2FAdEhp3l0LUFmpTmLdgZK%2F%5BMore%5D%20vNext%202.svg?alt=media\&token=def8ea40-8fca-4be5-ad36-8d5bb4bb4b6b) **\[更多]** → **删除** 以将报告从您的已保存报告中移除。
3. 选择 ![](https://1152657667-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2FcPa68OltbIaD3QiiS0J4%2FDrop-down.svg?alt=media\&token=db083c4f-c5aa-47e3-91ab-9a2b9a2152ea) **\[下拉菜单]** 以查看可执行的操作。请参见下面的 *操作参考* 。

   <div data-with-frame="true"><figure><img src="https://1152657667-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2F2H2FjnfmQicF9M8kPzoN%2FScreenshot%202026-05-21%20at%2017.54.34.png?alt=media&amp;token=de40cedd-37bf-429d-baaf-344ca7ea9cb5" alt="" width="563"><figcaption></figcaption></figure></div>

<details>

<summary>操作参考</summary>

<table><thead><tr><th width="199.515625">操作</th><th>说明</th></tr></thead><tbody><tr><td><strong>清除</strong></td><td>选择此选项可暂时清除您的自定义设置，并再次查看此报告的默认视图。</td></tr><tr><td><strong>设为默认视图</strong></td><td>选择此选项可将此视图设为此报告的默认视图。</td></tr><tr><td><strong>编辑</strong></td><td><p>使用此选项编辑报告的已保存视图。只有保存该报告的人才能访问此选项。</p><p>1. 选择 <strong>编辑</strong>。在 <em>保存视图</em> 对话框中填写设置。请参见下面的 <em>保存视图配置</em> ，以获取有关这些设置的帮助。</p><p>2. 完成后，选择 <strong>保存</strong>.</p></td></tr><tr><td><strong>删除</strong></td><td>选择此选项可 <strong>删除</strong> 该报告的已保存视图。</td></tr><tr><td><strong>另存为</strong></td><td><p>使用此选项将自定义的报告副本以新名称保存。当您对报告的已保存视图进行了大量更改，并希望仅对少数内容进行修改后保存另一个版本时，此选项非常有用。</p><p>1. 选择 <strong>另存为</strong> 并更改您的报告标题。</p><p>2. 选择 <strong>保存</strong>.</p></td></tr></tbody></table>

</details>

<details>

<summary>保存视图配置</summary>

<table><thead><tr><th width="200.12890625">选项</th><th>说明</th></tr></thead><tbody><tr><td><strong>名称</strong></td><td>编辑此报告已保存视图的标题。</td></tr><tr><td><strong>默认</strong></td><td><img src="https://1152657667-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2FEv341AdIiPndQSb7uGMI%2FToggle%20on.svg?alt=media&amp;token=4ae8972d-c510-4ee2-adc5-e7170981650b" alt=""> <strong>[开启]</strong> 如果您希望自己的已保存视图成为此报告的默认视图，并且不影响账户中的其他人，请选择此选项。</td></tr><tr><td><strong>公开</strong></td><td><img src="https://1152657667-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb2rE79d9UhOKZQLgzSqx%2Fuploads%2FEv341AdIiPndQSb7uGMI%2FToggle%20on.svg?alt=media&amp;token=4ae8972d-c510-4ee2-adc5-e7170981650b" alt=""> <strong>[开启]</strong> 如果您希望品牌账户中的其他用户可以访问您的自定义报告，请选择此选项。</td></tr><tr><td><strong>账户默认</strong></td><td>如果 <em>公开</em> 选择了该选项，此选项将可用，并会将您保存的报告视图设为所有用户的默认值。</td></tr></tbody></table>

</details>


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