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Save New Reports

Save customizations to any of Shopmonkey’s default reports to easily return to them later

Ashley Bennett avatar
Written by Ashley Bennett
Updated over a month ago

Save customizations to any of Shopmonkey’s default reports to view them later and share with other users. Customizations to a report include selecting which snapshot cards and columns are visible, sorting by a particular column, and applying any filters to the report.

Select a report. After you’ve made your customizations to a report, select Save New Report in the top right.

Save new report

Give the new report a title and add a description. If you want this saved report to be visible on all users’ reports page, toggle on Share with everyone.

Save new report title and description

View your own saved reports on the left-side bar and at the top of the All Reports page.

Saved reports on left side bar

View reports saved by other shop users at the top of the All Reports page.

Saved reports all reports page


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