Save and share a report

Reports must be saved to be shared with other people.

1. Create a new report or open an existing one.
2. On the toolbar, select Save. The Save Analysis dialog appears.
3. Select either Save as New or Replace Existing report.
4. Enter the report Name, Description, and Category as needed.
   • When naming the report, consider your company's naming conventions and remember that report names are used for searching.
   • To add a new report category, select Add New to the right of the Category dropdown list.
5. (Optional) To make this report your default report, select the Set as default checkbox.
6. To share the report with users in other groups, select the click here link. Then select the group(s) from the list that appears.
7. Select Save.

If you're sharing the report with someone who doesn't have access to yield analytics, the recipient doesn't receive a URL to access the report.

Related topics

• Anatomy of the Reports Tab
• Create a New Report
• Compare Two Data Sets
• Open and Edit an Existing Report
• Schedule a Report to be Sent
• Modify a Report's Schedule
• Export a Report
• Reporting Options for Dimension, Primary, and Secondary Metrics
• Anatomy of the Reports Tab