Saved searches
Save and manage frequently used analytics searches for quicker access and updates.
Create a new saved search
Go to Analytics and click on Saved searches .
Click Create new search in the top right corner.
Set your search filters and click Save search .
On the Dashboard, select your search under Saved Search filters.
Manage an existing saved search
Go to Saved searches on the Analytics page.
Find the saved search and click the ••• button.
Select Manage filters , make changes, and save.
Delete an existing saved search
Go to Saved searches .
Find the search and click the ••• button.
Select Delete and confirm.
Scheduled reports
Schedule saved searches to be scheduled regularly for quick access to exported reports. Learn more about the Attendance and Experience reports here .
Create a new scheduled report
First, create a saved search.
On the Saved searches tab, click the ••• next to your search.
Select Add email report , fill in the required details, and click Schedule report .
Note: You can only email reports to registered Makeshapes users. To send reports to others, set up email auto-forwarding in your email environment or invite them as users. Alternative, setup an SFTP integration .
Manage an existing email schedule
Select Manage scheduled report , make changes, and save.
Delete an existing email schedule
Select Remove schedule and confirm.