Open and edit an existing report

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.

To open a report

  1. On the Reports tab, on the toolbar, click 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. Click on the report name to open it.

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

  5. To save your changes, click 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, click 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, click the click here link. Then select the group(s) from the list that appears.

  9. Click Save.