Working with reports


In this article, you'll learn how to perform various operations with existing Explore reports like saving, exporting, and cloning. If you are looking for information about how to create reports, seeCreating reports. The operations you can perform on reports can be accessed from two places: the Reports library and the report itself.


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In this article, you'll learn how to perform various operations with existing Explore reports
like saving, exporting, and cloning. If you are looking for information about how to create
reports, see Creating reports. The operations you can perform on
reports can be accessed from two places: the Reports library and the report itself.
This article contains the following topics:

Working with reports in the Reports library
Working with reports from within a report
Organizing your reports with tags



Working with reports in the Reports library

The Reports library contains tools to help you manage and sort your reports. You open the
Reports library by clicking the ( ) icon on the left sidebar. The Reports library navigation bar
shows the following options.


All reports: Displays all reports in your Explore instance.

Favorites: Displays the reports you've marked as a favorite. To mark a report as
a favorite, click the star icon next to a report name. Clear the star if you don't want
the report to be a favorite any more.


My reports: Displays only the reports that you created.

Recently updated: Displays only the most recently created reports.

From the Reports library, you can click the pull-down list next to any report to display
the following options:



Edit: Opens the selected report in the report builder.

Clone: Creates an editable copy of the report. You can choose the dataset to
which the report will be copied and give the copy a new name. Bear in mind that if the
dataset you copy to doesn't support the metrics and attributes in your report, it won't
work.

Rename: Enables you to enter a new name for the report in the Name column
of report builder. Alternatively, while you are in a report, you can give it a new name in
the Report name text box above the Filters panel and then click
Save.

Delete: Deletes the report from the Reports library. This option will not be
selectable if you don't have permissions to access the report. For more details about
permissions, see Setting editor and admin permissions. If you want
to delete multiple reports, see Deleting multiple reports
below.



Deleting multiple reports

In addition to deleting single reports, you can also delete multiple reports by using the
procedure below.


Note: Deleted reports cannot be recovered.

To delete multiple reports

In the report builder, enable the checkbox next to each report you want to
delete.
Below the list of reports, click Delete.

In the Delete report warning, click Yes, delete or No,
cancel.

The selected reports are deleted.




Working with reports from within a report

In the report builder, with a report open, click Save. From here, you can save, add
the report to a new or existing dashboard, clone it, or export it.



Save: Saves the current report. When you create or edit a report in Explore, the
changes you make do not automatically save. You must save the report yourself.

Note: By default, your report will be named New report. Before you save it,
you'll need to give it a new name in the Report name text box above the
Filters panel.


Add to dashboard: Adds your report to a new or existing dashboard. Your report
will also be saved to the Reports library. For more help, see Creating dashboards and Adding reports to dashboards.

Save as new: Creates an editable copy of the report. You can choose the dataset
to which the report will be copied and give the copy a new name. Bear in mind that if the
dataset you copy to doesn't support the metrics and attributes in your report, it won't
work.

Export: Creates a CSV, image, PDF, or Excel file of your report. Exporting your
report will not save it to the Reports library. When you export a report as CSV or Excel
format, only the data from the report is exported. Any formatting you've applied to the
report is not exported.

You can also reload the report by clicking the Reload report button.

Reloading the report resubmits all of the report's calculations behind the scenes, which
can be useful when you’re manipulating especially complex or custom metrics. Additionally,
reloading the report this way is faster than reloading the entire webpage and prevents you
from losing any work that you haven’t yet saved.



Organizing your reports with tags

When your organization has used Explore for a while, it's likely you'll accumulate a lot of
reports. While you can mark your favorite reports, and see your own or recently updated
reports, Explore also enables you to tag reports to make them easier to find in the
Reports library. For example, you could create tags like:

Tickets: For any reports relating to tickets

Articles: For any reports relating to article views

Managers: For any reports created by the management team


This section contains the following topics:

Creating report tags
Adding tags to your reports
Pinning report tags
Viewing reports by tag



Creating report tags

You must be an Explore admin to create tags.
To create tags

In the Tags section of the Report library, click Manage.
In the Manage tags panel, click New tag.
Type a name for the tag and click Save.
Repeat steps 2 and 3 to continue entering as many tag names as you want.
When you're finished, click Done.


To delete or rename any of your report tags, click the options menu ( ) next to the report tag you want to
change.



Important: If you rename or delete a tag, the action applies to all Explore
users, not just you.




Adding tags to your reports

Any Explore user with the Editor or Admin role can add tags to reports in the report
builder. If you change your mind, you can always go back and edit them later.
To add tags to a report

While editing a report, click the tags icon.

In the Manage tags panel, select any tags you want to apply to the report.
When you're finished, click Done.




Pinning report tags

You can control which tags appear in the Reports library by pinning the ones you
want.
To pin tags

In the Manage tags panel, click the pin icon ( ) next to any report tag you want to pin.
When you're finished, click Done.

The tags you pinned will now always be visible in the Reports library.


Note: Your pinned tags are visible only to you. Each Explore user
can create their own pinned tags to suit their requirements.




Viewing reports by tag

You can filter your list of reports in the library to show only the ones you want.
To filter your reports by tag

In the Tags section of the Reports library, click any tag.

Explore displays only the reports that contain the tag you chose.




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