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Creating new reports in analytics tab?

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Alexis_D_Alba1
Level 5

Creating new reports in analytics tab?

For some reason whenever I right click under a folder in the analytics tab to create new report it only gives me the option to create a new folder.

The only way i'm able to create a new report in the analytics tabs is by cloning and existing report and changing the logic.  Can someone help me with this?

Thanks!!

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Josh_Hill13
Level 10 - Champion Alumni

Re: Creating new reports in analytics tab?

Yes, that is the new functionality.

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Grégoire_Miche2
Level 10

Re: Creating new reports in analytics tab?

Hi Alexis,

Go to the analytics top folder. The list of possible reports appear on the right. Select one, customize it and then click "report actions" -> save as.

Pay attention that you can save to your personal folders (for your eyes only) or in group folders (Shared with every one).

-Greg

Josh_Hill13
Level 10 - Champion Alumni

Re: Creating new reports in analytics tab?

Yes, that is the new functionality.

View solution in original post

Priyank_Joshi3
Level 6

Re: Creating new reports in analytics tab?

Select report from your right hand side of the screen form your Analytics tab--> Selct report you wish to create--> When you are done with editing your setup or smart list of your report--> Click on the Report name tab --> Report Action drop down select Save as.

Here is a document to save reports