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Creating Report Views

How to create Views with specific settings applied to your Reports.

Daniel Busch avatar
Written by Daniel Busch
Updated over 5 months ago

Summary

Report views are specific settings applied when loading a report, including filters, sorting, drill-down levels, date ranges, and attribution modelsThey help you save and share specific report configurations, making it easier to access frequent analysis setups or share exact views with team members / our support staff

Deep Dive

Main Use Cases

  • Share exact report settings with team members or support staff for easier debugging

  • Save specific report configurations for quick access in the future without reapplying multiple settings

How to Create and Share a Report View

  • Apply desired settings to your report first (filters, date range, drill-down level, sorting)

  • Click the "create a report link" button to generate a shareable link

  • Copy and share the link - recipients will see the exact same view with all settings applied

How to Save a View for Regular Access

  • Apply all desired settings to your report

  • Click the "create a report link" button to generate a shareable link

  • Click the “save a view” button right next to the “create a report link” button

  • Paste the previously copied report link into the form

  • Give the view a unique, descriptive name

  • Click create and refresh data in the report overview

  • The saved view will appear in the report overview under the main report

  • Access the saved view anytime by clicking on it in the overview

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