How do I access the reports I've saved in Engagement Studio?
To access saved reports, select "Change report".
Choose the report you want from the list.
How can I change the name or description of a report?
To edit a report's name or description, select "Change report".
Click on the three dots icon ➡ "Edit Saved Report".
Why does the date range on my filter differ from the date range shown in the table?
The date range on filters is for listing records, while the table's date range is different.
The table shows a date range only when engagement-related columns (like touchpoints or categories) are added.
To add engagement-related columns, click on "Edit Columns".
The table's date range helps you see the frequency of specific touchpoints or categories within a chosen timeframe.
Every time I open Engagement Studio, a specific report is already loaded. How can I view a different report?
The last saved report automatically loads by design.
To view a different report, select "Change report" and choose from the list.
How can I select all the records at once in a report?
There's no option to directly select all records in a report.
When no records are selected, click on the ⚙️gear icon on the table.
Select an appropriate action to apply to all records in the list.
How do I delete a report in Engagement Studio?
To delete a report, select "Change report".
Click on the three dots icon ➡ "Delete Saved Report".
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