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A report you build stays a draft until you save it. Once saved, it appears under Saved reports on the Reporting home page, and opening it restores exactly the setup you saved.

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Save a report

1

Name the report

Click the name at the top of the page — it reads Untitled on a new report — and type a name. A report can’t be saved without one.Optionally, hover under the name and click + Description to add one. It appears under the name in the list of reports and on the shared version.
2

Save

Click Save report. A confirmation tells you the report was added to your reports.
After the first save, the button reads Save. It stays disabled until you change something, and an amber dot appears next to the report’s name as soon as you do — hover it to see Unsaved changes.
Amber unsaved-changes dot next to the report name

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Leaving with unsaved changes

If you try to leave a report — another page, another report, or All reports — while it has unsaved changes, TheOptimizer asks whether to Discard changes or Keep editing, so you don’t lose work by accident. Closing or reloading the browser tab triggers your browser’s own leave-page warning too.

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What a saved report remembers

  • The ad network and the ad accounts you picked
  • The breakdown and grouping — including tag selections and group sets
  • The filters
  • The date range. A relative range, such as Last 14 days, keeps rolling forward
  • The table columns
  • The chart’s metrics, and whether the chart is shown or hidden
  • The display currency, if you picked one
The heatmap color isn’t part of the report. It’s remembered by your browser and applies to every report you open there.

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Save a copy

Save menu with Save as copy and Export
To keep the original and save your changes as a new report, click the arrow next to Save and choose Save as copy…. Give the copy a name and click Save copy. The original keeps its last saved state. The same menu holds Export…. See Export. To copy a report without opening it, use Duplicate in its ⋯ menu on the Reporting home page.

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Switch between reports

Click the arrows next to the report’s name to open the report switcher. It lists your saved reports, with a check next to the one that’s open, plus:
  • New report — start a blank report
  • All reports — go back to the Reporting home page
The back arrow to the left of the name also takes you back to the Reporting home page.
Report switcher listing saved reports, New report and All reports

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Saving a report that’s shared

If a report has a share link, saving it publishes your changes to everyone who has the link. Before it saves, TheOptimizer asks you to confirm and lists what viewers will see change.
Confirmation shown before saving a shared report
  • Click Save and update link to publish the changes
  • Click Save as new report to keep your changes in a new report and leave the shared link on its last saved version
  • Click Cancel to go back without saving
Saving a shared report also refreshes the ad accounts the link covers, so accounts you’ve connected since it was last saved are picked up. See Share reports for everything about share links.

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Delete a report

On the Reporting home page, open the report’s ⋯ menu and choose Delete. Deleting is permanent, and if the report is shared, the confirmation reminds you that its link will stop working for everyone who has it.