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How to Save a Report

A short guide for admins on how to save reports, along with instructions for removing saved ones.

Updated today

How to Save a Report in Go1

Saving reports is a great way to quickly access filtered data without having to reapply filters each time. You can save both User Management and Enrollment reports with your preferred filters applied. Here’s how:

📌 Saving a Filtered Report

  1. Apply Filters
    Navigate to either the Users or Enrollments page and apply your desired filters.

    • For Enrollments: Go to Administer > Enrollments

    • For Users: Go to Administer > Users

    • You can use any available filters in your portal, such as status, groups, dates, and more.

  2. Click "Save As"
    Once your filters are set, click the “Save As” button at the top of the report.

  3. Name and Share Your Report

    • Give your report a clear name.

    • Choose whether to save it just for yourself or share it with other admins.

    • You can also choose to make your report your default report view

  4. Accessing Saved Reports

    • Your saved reports will appear next to your default report view.

    • The most recently saved reports will appear at the end of the row.

Saving reports is a simple but powerful way to streamline how you manage and view user or enrollment data. If you often run the same filters, saving them will save you time and ensure consistency across your team.

🗑️ How to Delete a Saved Report

  1. Select the report you wish to delete.

  2. Click the small arrow next to the "Edit" tab (beside "Config").

  3. Choose "Delete" from the dropdown menu.

  4. Proceed with caution—make sure to inform other admins if the report is shared with them.



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