How do I save a spreadsheet report?

Last updated: June 18, 2025

Save Spreadsheet Reports

Users with the permission "Analytics Reporting: View" will be able to view all analytics data aside from saved reports created by others that are not explicitly shared with them.

The following steps assume you have already accessed the "Analytics" tab and have created a spreadsheet report. Click here to learn more about creating a spreadsheet report.

1. After creating a graph report with your desired data, click Create Report.

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2. Name your report and optionally provide a description. Click Save. 

3. You can optionally change the owner or add additional viewers for "read-only" access. Only users with permission to analytics can be the owner or viewer.

 

Access Saved Reports

All of the saved reports you've created can be accessed through the Reports button while viewing any report type or the "Load Existing Report" dropdown through the left navigation > Analytics tab.

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Reports button

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Load Existing Report dropdown

  

Edit a Saved Report

If changes are made while viewing a saved report, you will have the option to "save changes". Saving changes to your saved report will override any previous configurations of the saved report.

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Save Changes as New Report

If you wish for your edits to be saved as a new report, click Create Report instead.