Organizing Saved Reports
The My Saved Reports page helps you manage your saved custom queries and reports by organizing them into two tabs: Active and Archived. You can also use tags to categorize and filter your reports for quicker access.
Locate and Navigate Saved Reports
In the top-left corner, click your site name then Realm. Next, click .
Across the top are three tabs: Active, Archived, and Tags. (The tab is active when it's black.)
Any report, current or archived, can be shared, copied, edited, or deleted. To see these options, look to the right of the report and click the more option button.
Use Tags to Categorize and Filter Reports
Like notes or relationships, use tags to categorize reports by topic, audience, or other category that helps you quickly identify the report you want to run. You can also archive reports you no longer need in your daily workflow, but want to keep for reference, and filter your list to quickly find what you need.
With a little planning, tags work to your advantage when you have a lot of reports and want to filter them quickly in the My Saved Reports page. You can apply tags to existing reports or when saving a new report.
Archive
Archiving a report moves it out of your active list without deleting it. All tags remain on archived reports. Once archived, you can create a copy that lands in your current reports, or delete the report permanently.