Skip to main content
A report you build stays a draft until you save it. Once saved, it appears under Your reports on the Reports home page, and opening it restores exactly the setup you saved.

​
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, add a description on the line below. It appears under the name in the list of reports and on the shared version.
2

Save

Click Save report.
After the first save, the button reads Save. It stays disabled until you change something, and an Unsaved changes marker appears next to it as soon as you do.
Unsaved changes marker next to the Share and Save buttons

​
What a saved report remembers

  • The network, breakdown and grouping — including tag selections and custom groups
  • 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.

​
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 Reports home page.

​
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 Reports home page
The back arrow to the left of the name also takes you back to the Reports home page.
Report switcher listing saved reports, New report and All reports

​
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 the shared link to publish the changes
  • To leave the shared version as it is, click Cancel, then use Save as copy… instead
See Share reports for everything about share links.

​
Delete a report

On the Reports home page, open the report’s ⋯ menu and choose Delete. Deleting is permanent, and any share link the report had stops working.