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:
Feature Old Plan Current Plan Saving reports Blossom+ Growth+ Saving widgets Estate+ 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:
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