Create & Edit a Report

Create a new report

1. Open the Report Console.
2. At the top right; select the New Report icon.
3. Proceed to the Setup step.
4. Click the Save button at the top right.

Edit an existing report

1. Open the Report Console.
2. Search for the report in the list.
3. Right-click the report > Edit Report OR select the report > select the Edit Report icon at the top right. 
4. Proceed to the Setup step. 
5. Click the Save button at the top right.

Report Setup

The Setup step declares the dataset used to define the report's content and the naming convention for the report.

1. Choose a Dataset.
2. Enter a unique System Name.
3. Enter a Display Name.
4. Optionally, enter a Report Summary.
5. Click the Save button at the top right.
6. Add the report to a Site View, then verify it is displayed correctly in Pivvot.

 The Display name is the user friendly report name visible in Pivvot Report.