Managing custom reports
This feature is available only to Personalization Starter–Premium or
Personalization–Premium subscribers. To upgrade your Personalization
subscription to this level, contact your Account Manager.
After you have created and modified your
custom report, you can download the report’s data,
make more changes to your reports, or
delete reports as needed.
Downloading custom report data
You can export or download your data in several file formats to send to
colleagues or to import into other systems. After creating a custom report (as
described in Create and modify custom reports), perform the following actions to download the report’s data:
Click the gear icon located to the right of the Run button, and then
click Download.
In the File Format list, click the file format you want.
Customize the Results, Values, Limit, and Filename based on
your requirements.
To save the results of your custom filter, select from one of the following
options based on your needs:
- Open in Browser: View the results in a new browser window
- Download: Save the results as file on your computer
Editing custom reports
To edit an existing custom report, perform the following steps:
- Sign in to your Personalization user
interface.
- In the top menu, click Analytics.
- Select the category in which your report appears.
- Click the gear icon next to the report you want to change, and then click
Edit.
- To edit the title of your report, click the pencil icon next to the title,
make your changes, and click Update.
- After making your changes to your report, click Save Report.
Deleting custom reports
To delete an existing custom report, perform the following steps:
- Sign in to your Personalization user
interface.
- In the top menu, click Analytics.
- Select the category in which your report appears.
- Click the custom report you want to delete, and then click the Delete
link.
- Click OK.
