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Wave Success Center by McKinsey

Save and Find Reports

As you share information about your initiatives, you may wish to create custom report views and save those views for later. Whether you are using Card, List or Gantt view, the process is the same. Follow the instructions below or watch a quick video. 

Step-by-step instructions

Save a report

1. Once you have created a report that you want to continue using on a regular basis, go to the side toolbar and click on the Save View disk icon.

 

2. Give your view a name and brief description, then click Save.

Find your report

To access your saved report view, go to the widget on your dashboard titled "My saved views and reports." Any view that you save in Wave will show up in this view on the dashboard.

 

You can also add your saved report view to a custom dashboard page. For more instructions on this process, click to here to learn how to create a custom dashboard. 

 

How-to Video

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