Custom Reports - Save Filtered Views

Any time you make changes to a report, your Reports tab will turn orange, and buttons will appear to allow you to save the view of the report you have on screen, to share and revisit later. In this way, you can save filtered views, or other view-altered settings. Under the Reports tab you will always have a copy of you raw data, Original - as fielded, which is available for every survey and can't be edited or deleted.

Saving Filtered data

From the Original - as fielded Report, click the Filters tab, select the traits, answers, and variables you'd like to apply, and click the Apply all filters button. Click the Save as new report button that appears at the top of the page. Note: If you started from a different report, you may also see the Revert, and Save Changes buttons when new filters are applied. Rename the report now, or click on the settings wheel later edit the name, view report distinctions, and copy share links.

If you have any additional questions please reach out to support@aytm.com or click the chat bubble at the bottom right to start a conversation. We look forward to hearing from you! 

Want to learn more about analyzing your data? Check out our Results Page course in the Lighthouse Academy!