Saving an Insights Report

You have the ability to save and constantly update an insights report once generated. To save a report for the first time, click on the save button on the header once you’ve given your report a name.

You can then retrieve your saved report at any time from the Insights Reports List view in intelligentVIEW.

Updating a Saved Insights Report

At any point after you’ve already saved an insights report, you also have the ability to update the Benchmark, Module Selection and segments. Make sure you click on the Save and Continue button to save progress once you’re happy with your selection.

Saving as a New Insights Report

If at any point you want to save changes to your insights report and create a new spin-off report without affecting the existing one, click the “Save as” button from the save menu dropdown.

You will then be prompted to give your new report a different name. The newly created spun-off report then opens in a new tab.

You can retrieve this saved report at any time from the Reports List view in intelligentVIEW