Create and Save Reports

the filters and records you view 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 a report, from the report taskbar, click the ellipsis menu icon and select save report you'll receive a notification in the bottom right corner upon saving +> note your ability to modify reports depends on permissions! you will be able to edit and save existing reports if you have modify permissions for reports you will be able to create, edit, and save reports if you have create permissions for reports +> note for more information on using keywords searches and filtering see, keyword search and filter docid\ ymz4qm5dmgxsanrbdvbie 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 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 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 set up report widgets from within charts from the default report records view, click charts, then from chart options, select widgets report widgets have access to the report's data, in two different formats raw (as it is received from the api), and a more user friendly format where the id's are replaced with values in addition to the report's data, the widget also has access to the query for more detail on setting up report widgets, see report widgets docid\ xtky4ve1ccb2lkailowc5 in the swimlane developer guide