Saving Analytics Reports

A new feature was launched in our Analytics offering to allow users to save configured reports. Rather than launching into a set of data and configuring how you want to see it, you can now save your configuration and launch right back into the report organized exactly as before.

For example, suppose you run a weekly meeting with your midwest sales manager to review your open opportunities and you want to be able to see the big picture.  Through the Analytics tool, you create a map that looks like below.

 

Creating a map like that from scratch (using the Blank Canvas option on launch) takes 5-10 minutes. This is not a lot of time unless you want to use the report repeatedly. To save your report configuration, you can use the Report Name box or the Save menu on the screen.

In addition to the Report Name, you can give a lengthy description and optionally make the report available to other users that have access to the same Data Sets included in the report.

Back in Salesforce, the report is now listed for you under the Visualize tab in a list of your Analytics Reports. Now it”s easy to launch right back into the report just as you left it.