---
title: Report Builder - Saving, Sharing & Exporting
description: After you have selected any measure or dimension a “Save Report” button will display on the Report Builder. Selecting this option will open the report detail popup which gives you the following option
---

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October 5, 2026

# Report Builder - Saving, Sharing & Exporting

If you and your team frequently run the same reports, save your report configuration to use it again with the latest data. Saved reports appear under **My Reports**. When you share a report with other users on your account, it appears under their **Shared with Me** section. Any changes to the saved report are reflected in both locations.

### ![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Oct-05-2026-01-58-47-7364-PM.png?width=496&height=350&name=image-png-Oct-05-2026-01-58-47-7364-PM.png)

### Saving a Report

After selecting at least one **Measure** or **Dimension**, the **Save Report** button appears in the Report Builder. Click it to open the report details window and complete the following fields:

- #### **Report Name**
  
    - Enter a descriptive name that makes the report easy to identify.
    - Report names do not need to be unique.
    - Saved reports appear alphabetically by name on the **Reports** tab.
- #### **Description**
  
    - Add a description explaining the report’s purpose and add any helpful information for other team members.  This information could include the **Measures**, **Dimensions**, and **Filters** used to build it.
    - The description appears when the report is run and helps users understand the results.
- #### **Shared Users**
  
    - Search for and select one or more users on your account to give them access to the report.
    - **Each user’s study permissions determine the data they can view.** The same report may display different results for different users.
    - Once saved, the report appears on the **Reports** tab.
- #### **Running Saved Reports**
  
    - Saving a report stores its query—the settings used to retrieve and organize the data. Each time you run the saved report from the **Reports** tab, it displays the latest account data available to you.
- #### **Exporting Report Data**
  
    - To keep a snapshot of the results at a specific point in time, use the **Export** option and choose which format you would like to use.
      
          - Download Report Page (CSV)
            
                  - Downloads only the current page of the report as a CSV file.
                  - Includes any pivot table settings configured in the Report Builder.

- - - Download All Data (CSV)
            
                  - Downloads the full dataset across all pages of the report in a single CSV file.
                  - **Note:** This option does **not** include pivot table parameters. If you need to retain pivot formatting, consider using Excel’s Pivot Table tool to reformat the data. [Learn how to create a pivot table in Excel](https://support.microsoft.com/en-us/office/create-a-pivottable-to-analyze-worksheet-data-a9a84538-bfe9-40a9-a8e9-f99134456576).

- - - Download All Data (JSON)
            
                  - Downloads the complete dataset in JSON format, suitable for technical users or system integrations.

![](https://support.enrollnow.io/hs-fs/hubfs/image-png-Oct-05-2026-02-05-54-8960-PM.png?width=471&height=218&name=image-png-Oct-05-2026-02-05-54-8960-PM.png)

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