Introduction

This article explains how to save, update, organise, and reuse reports in the TRAEDE Revenue report. Saved reports allow you to quickly revisit commonly used configurations without having to rebuild filters, measurements, or layouts every time.

Save a new report

1. Build your report as desired (rows, columns, measurements, filters).

2. In the top-left corner, you will see “Unsaved report.”

3. Click the disk icon.

4. Enter a name for the report.

5. Click Save.

Your report is now stored and visible in the report selector.

Switching between saved reports

1. Click the report selector (dashed box in the top-left area).

2. Choose one of your saved reports.

3. Click Generate.

Important:
TRAEDE does not automatically regenerate data when switching reports—you must click Generate.

Updating a saved report

If you want to update the saved configuration (for example, remove date filters):

1. Modify the report settings as needed.

2. Click the disk icon again.

3. The saved report is now updated.

Example:
If a saved report still contains old date ranges, clear the start/end date fields and save again.

Renaming or deleting a saved report

1. Click the pencil (edit) icon.

2. Update the report name or click Delete to remove it permanently.

Using workspaces

Workspaces let you group reports logically—by person, topic, or department.

Create a workspace

1. Click the Workspace dropdown.

2. Click the + (plus) icon.

3. Name the workspace (e.g., Top, Sales reports, Marketing, SWS reports).

4. Press Save.

You can now save reports inside this workspace.

Switching between workspaces

Use the workspace dropdown to switch between your groups of saved reports.

This helps individuals or teams keep their analysis organised without interfering with each other’s reports.

Delete a workspace

1. Click the pencil icon next to the workspace name.

2. Select Delete.

3. Confirm.

Setting a default workspace

You can choose a workspace that loads automatically when opening the Revenue report.

1. Click the pencil icon next to the workspace.

2. Under Default users, select your user.

3. Click Save.

Now, every time you open the Revenue report, TRAEDE will load this workspace by default.

Drilling down without overwriting a saved report

If you open a saved report and change filters (e.g., adjusting date range or selecting a specific drop), these changes do not overwrite the saved report unless you click the disk icon.

This allows you to:

• Explore variations of a saved report

• Analyse deeper data

• Avoid changing the original report

Example workflow:

1. Open a saved report.

2. Apply filters (e.g., year = 2021, drop = AW21).

3. Click Generate.

4. View results.

5. Switch reports → Switch back → The original saved report remains unchanged.

This makes saved reports stable, while still allowing flexible exploration.