Saving a report in PitneyAnalytics

Save reports so you can run them with the same filters and organization every time. Spend summary reports can be saved as the default report.

• Saving a report
• Running a saved report
• Editing a saved report
• Setting a default report

Saving a report

1. Click Analytics > Reports.
2. Set up a report with the view you want to save.
3. Click Save to My Reports.
4. Enter a name for the report.
5. Click Save.

Running a saved report

1. Click Analytics > Reports.
2. Click View All My Reports.
   
3. Click Run.

Editing a saved report

1. Click Analytics > Reports.
2. Click View All My Reports.
   
3. Click Run.
4. Edit the report filters.
5. Click Update Report.

Setting a default report

You can save a sending spend summary report as your default report so that it runs whenever you open the Reports screen.

1. Click Analytics > Reports.
2. Click View All My Reports.
   
3. Click the star to make a report your default. Only sending spend summary reports will have the star available.