Create and Save Reports

the filters and records viewed on the default report page can be saved as reports add reports to a dashboard for quick access to analytics report permissions allow you to share the reports you create with other users to save edits to an existing report, from the report taskbar, click the ellipsis icon and select save report you'll receive a notification in the bottom right corner upon saving creating a new report modify the viewable records with keywords, filters, columns, and sorting once you are finished modifying your report, from the report field select save report as on save report as, ensure that the save as field says new report, and then enter a title for the report in the name field to add the report to an existing dashboard, select the automatically create dashboard cards option and then indicate the target dashboard if available, you can also select add report to all homepages to make the report accessible from all user homepages (subject to permissions) click the permissions tab to set up or modify the permissions for accessing and modifying the report if you have permissions to create a personal report (i e a report that will only be visible to you), enable the personal report toggle (if you do not have permissions, you will not be able to move the toggle ) click the white checkmark on the open save report as window to save the report save a default view of records when you first create a series of records, the view of the records page lists all the records created so far this is the default report of your records you can change this default view to save a default view of records use filters and column view settings to customize the view according to your preferences from the default report taskbar, select save report as on save report as, select existing report from the save as drop down field swimlane turbine displays all of the existing reports related to your application under existing reports, select default click the white checkmark on the open save report as window to save the default view of the report report widgets you can create custom chart widgets from charts on the default reports page for setup, data formats, and examples, see report widgets docid\ ha hdkekdsnpxjtcj9itk to edit report widgets with natural language, see build widgets with hero ai docid\ qeu5rg5rnome41wk1cxpt