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, click Save. The Save Analysis dialog appears.
  3. Select either Save as New or Replace Existing report.
  4. Enter the report NameDescription, 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, click 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, click the click here link. Then select the group(s) from the list that appears.
  7. Click 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.