Favorites keep your go-to reports one click away. Saved Reports let you keep a copy of an Interactive report with your own filters and columns.

Favorite a report

Find the report card in the Reports Library, or open an Interactive report.
Click the heart on the card or in the report header.
The report now appears in the Favorites tab, at the Favorites link in the sidebar, and in the Favorite Reports table on the Dashboard.

Save your own copy of a report

Save As makes a copy of an Interactive report with your current filters and columns. It is useful for reports you run the same way every week.

Open an Interactive report and set your filters and columns the way you like.
Click Save As in the report header.
Give your copy a clear name and save it.
Your copy appears under Saved Reports with your initials as the owner badge.

Tip: Name saved reports clearly so you can tell them apart, for example "Unpaid Invoices - This Month".

When you use Save As, the system report stays unchanged.

Button	What it does
Save	Updates the report you are in.
Save As	Makes a new copy that appears under Saved Reports.

Delete Report is in the three-dot menu (⋮) on saved reports.

There is no Rename button. To rename a saved report:

Open the saved report.
Click Save As and enter the new name.
Open the old copy from Saved Reports and delete it using the three-dot menu and Delete Report.

There is also no Share button. To share results with someone, download the report and send them the file.