Save Spreadsheet Reports

Instead of bookmarking frequently visited reports, save them directly in Ambition.

How do I save a spreadsheet report?

How so I access a saved spreadsheet report?

How do I update an existing saved spreadsheet report?

Save Spreadsheet Report

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.

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.

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.

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