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Saving a report as a favorite in PitneyAnalytics

Save reports as favorites so you can run them with the same filters and organization every time. Some reports can be saved as the default report.

Products affected: PitneyAnalytics®

Save reports as favorites so you can run them with the same filters and organization every time. Spend summary reports can be saved as the default report.
PitneyAnalytics favorite reports tab

Saving a favorite report

  1. Click Analytics > Reports.
  2. Set up a report with the view you want to save.
  3. Click Add Favorite.
  4. Enter a name for the report.
  5. Click Save.

Running a favorite report

  1. Click Analytics > Reports.
  2. Click the Favorites tab.
  3. Click Run.

Editing a favorite report

  1. Click Analytics > Reports.
  2. Click the Favorites tab.
  3. Click Run.
  4. Edit the report filters.
  5. Click Update Report.

Setting a default report

You can save a sending spend summary report as your default report so that it runs whenever you open the Reports screen.

  1. Click Analytics > Reports.
  2. Click the Favorites tab.
  3. Click the star to make a report your default. Only sending spend summary reports will have the star available.

UPDATED: April 16, 2025