> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gocrisp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Saving UNFI reports for easy access

You can save a report, so you can easily revisit it with any filters you previously set up applied automatically.

#### To save a report:

1. Apply any [filters](/docs/support/articles-Applying-filters) and customizations you want to the dashboard. Then, at the top-right corner of the screen, select **Save view > Save as new view**.

<img src="https://mintcdn.com/crispinc/hAIFVRhvGJHJU0Hr/docs/support/images/saving_new_reports_001.png?fit=max&auto=format&n=hAIFVRhvGJHJU0Hr&q=85&s=db6075f6bc10660d3521596a6b6e91fc" alt="saving_new_reports_001.png" width="528" height="412" data-path="docs/support/images/saving_new_reports_001.png" />

The *Save report* window appears.

2. In the **Report name** field, enter a report name
3. If you want this report to appear by default whenever you load this dashboard, select **Set as default report for this dashboard**.

<img alt="saving_reports_003.png" lightAlt="saving_reports_003.png" darkAlt="saving_reports_003.png" src="https://mintcdn.com/crispinc/cfZQOEAGFXDEX609/images/Screenshot-2026-04-07-at-2.45.50-PM-1.png?fit=max&auto=format&n=cfZQOEAGFXDEX609&q=85&s=674c5270d075eda9c980f2e9da40e059" className="hidden dark:block" width="329" height="126" data-path="images/Screenshot-2026-04-07-at-2.45.50-PM-1.png" />

<img alt="saving_reports_003.png" lightAlt="saving_reports_003.png" darkAlt="saving_reports_003.png" src="https://mintcdn.com/crispinc/cfZQOEAGFXDEX609/images/Screenshot-2026-04-07-at-2.45.50-PM.png?fit=max&auto=format&n=cfZQOEAGFXDEX609&q=85&s=03a7d6b6837e17359fdc2fce9fcd93fa" className="dark:hidden" width="329" height="126" data-path="images/Screenshot-2026-04-07-at-2.45.50-PM.png" />

4. Select the **Save** button.\\

<img alt="saving_reports_004.png" lightAlt="saving_reports_004.png" darkAlt="saving_reports_004.png" src="https://mintcdn.com/crispinc/cfZQOEAGFXDEX609/images/Screenshot-2026-04-07-at-2.47.14-PM-1.png?fit=max&auto=format&n=cfZQOEAGFXDEX609&q=85&s=1dd03613d38937605124d3b010413f67" className="hidden dark:block" width="490" height="195" data-path="images/Screenshot-2026-04-07-at-2.47.14-PM-1.png" />

<img alt="saving_reports_004.png" lightAlt="saving_reports_004.png" darkAlt="saving_reports_004.png" src="https://mintcdn.com/crispinc/cfZQOEAGFXDEX609/images/Screenshot-2026-04-07-at-2.47.14-PM.png?fit=max&auto=format&n=cfZQOEAGFXDEX609&q=85&s=f86fc548cec869a0e75d5574c79912cf" className="dark:hidden" width="490" height="195" data-path="images/Screenshot-2026-04-07-at-2.47.14-PM.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.
