Saved Reports lets you capture the exact combination of metrics, filters, and date windows you care about — and reopen that view in one click, any time.

The walkthrough demonstrates how to take a report you have built — say, monthly revenue broken down by channel with a refund-rate column — and save it with a name and optional description. That report then appears in your Saved Reports library alongside every other report your team has stored.

From the library you can open a report, run it immediately with updated data, or schedule it to be emailed to stakeholders on a recurring basis. Permissions let you mark a report as personal (visible only to you) or shared (visible to everyone on the account).

For teams that run the same analysis every week or every board meeting, Saved Reports eliminates the rebuild cycle and ensures everyone is looking at the same numbers.