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. Some reports can be saved as the default report.

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. Give the report a name.
  5. Click Save.

Running a favorite report

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

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: October 17, 2024