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You can save a report, so you can easily revisit it with any filters you previously set up applied automatically. Note: UNFI Insights does not currently support scheduled or automated email delivery of saved reports. Saved reports are accessed on demand from the Saved reports menu, and you can share access with other users on your account. To export the underlying data on a one-off basis, open the dashboard, then use the tile actions menu (⋮) on a table and select Download data. For related tasks, see Managing UNFI saved reports.

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To save a report:

  1. Apply any filters and customizations you want to the dashboard. Then, at the top-right corner of the screen, select Save view > Save as new view.
saving_new_reports_001.png The Save report window appears.
  1. In the Report name field, enter a report name.
  2. If you want this report to appear by default whenever you load this dashboard, select Set as default report for this dashboard.
saving_reports_003.png
  1. Select the Save button.\
saving_reports_004.png Your report is saved and shared according to your selections. To access your saved reports, from the main menu on the left side of the screen, select Analytics , then select the Saved reports button at the top-right of the menu.