Possible queries:

How do I save a report?

Can I make changes to curated report and save it?
I want to add custom filters to report and save it, how can it be done?


Resolution Path:

  • Validate account and plan details.

  • To modify and save changes made to Curated reports, the existing reports can be cloned. Cloning reports and cloning widgets are available from certain plans as shown below:
  • FeatureOld PlanCurrent Plan
    Saving reports
    		Blossom+
    		Growth+
    Saving widgetsEstate+Pro+


  • Once you go inside a curated report, switch from Viewing mode to Editing mode. Now, click on the report name (say Ticket Volume Trends) to get the Clone Report option.


  • If the customer requires help with cloning and saving a report OR cloning and saving a widget, refer to the below article which has steps mentioned in detail
    https://support.freshdesk.com/en/support/solutions/articles/240707-saving-reports-in-analytics


  • Attached is a PDF with some sample use cases and steps for reference: