Save a repeatable analytics report
Keep the filters and dataset you need for a regular service review.
- Access to Analytics and permission for the requested report visibility.
Step-by-step walkthrough
- 01
Open Analytics and choose the date period, department, team, or agent filters appropriate to your access.
- 02
Review the charts and selected CSV dataset. Decide whether a relative period such as Last 7 days or a fixed date range fits the purpose.
- 03
Save the report with a clear name and the appropriate personal or shared visibility offered to your role.
- 04
Reopen the saved report and check that filters, period, and dataset match your intended review. Use Update when changing the saved definition deliberately.
- 05
When archiving a report, first review whether schedules depend on it. Inaccessible or archived reports cannot continue normal delivery.
Expected result
A reusable report definition with understood filters and time behavior.
Important details
A saved report stores its definition, not a frozen copy of every metric. Current permissions and retention limits are evaluated again when it is opened.
Need help with this workflow? Contact the team and include this guide’s title.