Save Changes and Save as new report

What’s New?
You can now choose to either save changes to an existing report or save it as a new report, giving you greater flexibility in managing your reports.

1. Save as New – Creates a Separate Version

Use Save as New when you want to modify a report while keeping the original intact. This option allows you to:
 

• Save a modified version without overwriting the original report
• It helps you compare different report variations by experimenting with filters, metrics, or time periods

2. Save Changes – Update an Existing Report

For those who prefer to refine an existing report without creating duplicates, the Save Changes option enables you to:
 

• Update report settings, filters, or data while keeping the same report version
• It ensures consistency in your reporting without unnecessary duplication

Date Preset update in Report
 

Previously, users had a more restricted date selection process like the ability to select only specific months like Dec 2024, Jan 2025, Feb 2025 etc. To improve your experience of reporting, we’ve introduced new preset options to make accessing key time periods faster and more convenient:

Updated Preset Options:
Now, users should be able to select from the following list of presets

• Current month
• Current quarter
• Current year
• Previous month
• Previous quarter
• Previous year

By default, the Date Picker will now be set to the current month, allowing users to quickly access the most relevant data.