Overview
All reports in Admin → Analytics include a range of filtering options. These vary by report but may include date ranges, categories, people, groups, actions, and more.
You can save a set of filters for any report, allowing you to quickly reopen it later and apply the same filters to refreshed, up-to-date data.
In addition to opening these saved searches within a report, you can view a full list of all saved searches across all reports from a single location. You can also pin up to eight saved report searches, making it easy to access the reports you run most often with the required filters already applied.
Viewing saved searches
Navigate to Admin → Analytics
Click the Manage link in the Pinned saved searches panel
A list of your saved searches will appear, with a name column denoting the name of the search, and a Report column confirming which report the saved search relates to.
Pinning saved searches
Navigate to Admin → Analytics
Click the Manage link in the Pinned saved searches panel
Tick the checkbox beside the saved report search you wish to pin
The saved report search will now be visible in the Pinned saved searches panel.
Best practices
When saving a report search, use a meaningful name. This will help you quickly understand what the report is for — based on the filters applied — when viewing it in your list of saved searches.
For example, include key details such as the team, date range, or activity type (e.g., “Sales Team – Last 30 Days”).
FAQs
Can I delete a saved report search?
Yes. To delete a saved report search, navigate to Admin → Analytics, click the Manage link in the Pinned saved searches panel, then click the Delete link in the Actions column for each search you wish to delete.