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