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Open and edit an existing report

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You can open the following types of reports:

  • Pre-defined, standard Yield Analytics reports.
  • Reports that you created and saved.
  • Reports that other users created and shared with your user group.

Open a report

  1. On the Reports tab, on the toolbar, select Open.

  2. In the Open Analysis dialog, to search for a specific report by its title, enter text in the search box and press Enter.

    Or, expand a report type section to view all of the category's reports.

  3. Select the report name to open it.

  4. Edit the configuration, metrics, and/or filters as needed.

  5. To save your changes, select Save on the toolbar. The Save Analysis dialog appears.

  6. Select to either Save as New or Replace Existing report. Then update the report Name, Description, and Category as needed. To add a new report category, select Add New to the right of the Category drop-down list.

  7. (Optional) To make this report your default report, select the Set as default check box.

  8. (Optional) To share the report with users in other groups, select the click here link. Then select the group(s) from the list that appears.

  9. Select Save.