# Reports

> Find, create, save, and manage reports, and use the default reports Cevoid provides in every workspace.

Breadcrumb: Analytics › Reports · Updated: 2026-10-17
Docs index: https://docs.cevoid.com/llms.txt

A report measures one thing in your workspace, such as post clicks by widget or members by tier. Every workspace starts with Cevoid's default reports, and your team can create its own.

Navigate to [Analytics → Reports](https://app.cevoid.com/analytics/reports) to see all reports.

## The reports list

The list shows every report in your workspace, default and custom together, sorted by name.

| Column | Shows |
| --- | --- |
| _Name_ | The report's name. Hover it to see the report's description |
| Setup | **Setup required** when the report needs tracking or data your workspace doesn't have yet, or **Partially setup** when only some stores or markets have it. Click the badge to see what's missing |
| _Category_ | The group of the report's first metric, such as Posts or Instagram UGC |
| _Module_ | UGC, Loyalty, or Profiles |
| _Last viewed_ | When anyone in your workspace last opened the report |
| _Created by_ | **Cevoid** for default reports, your workspace's name for custom reports |

To find a report, search by name, or filter by _Created by_, _Category_, or _Module_. Click a report to open it.

**Setup guide** opens [Report requirements](https://docs.cevoid.com/analytics/setup/report-requirements.md), where you set up what reports need.

## Default reports

Every workspace has the same 86 default reports, ready to use. They all show the last 90 days.

| Module | Group | Reports | Examples |
| --- | --- | --- | --- |
| UGC | Posts | 33 | _Total Posts by date_, _Post Performance by Widget_, _Top 24 Performing Posts_, _Post interaction funnel_ |
| UGC | Widgets | 4 | _Widget Performance_, _Widget Performance by Display Solution_ |
| UGC | Sales | 18 | _Impression Conversions over time_, _Top 24 Product Tag Conversions_, and three average order value reports, one per conversion type |
| UGC | Upload forms | 3 | _Customer Uploads_, _Customer uploads funnel_ |
| Loyalty | Membership & tiers | 5 | _Total members_, _Members by tier_, _Membership movements_ |
| Loyalty | Activities | 5 | _Total submissions_, _Participation rate by activity_, _Activity funnel_ |
| Loyalty | Points shop | 5 | _Total redemptions_, _Redeemer rate by reward_, _Reward funnel_ |
| Loyalty | Rewards | 4 | _Total rewards_, _Discount code usage rate_ |
| Loyalty | Points | 4 | _Points balance_, _Net points_, _Pending points_ |
| Profiles | Profiles | 5 | _Total profiles_, _Profiles by segment_, _Profile movements_ |

The UGC sales reports measure orders linked to your content: see [Attribution](https://docs.cevoid.com/analytics/how-it-works/attribution.md). For store-wide sales, such as _Gross sales_ or _Customer lifetime value_, create your own report. _Activity funnel_ and _Reward funnel_ are line charts of each step, not funnel charts.

Default reports appear in every workspace, including the loyalty program reports when you don't use the Loyalty program module. A report without data shows "Not enough data".

### Change a default report

You can't edit, rename, or delete a default report, but you can explore it freely: change its metrics, breakdowns, date range, or anything else in the [report builder](https://docs.cevoid.com/analytics/reporting/report-builder.md). To keep your changes, save them as a new report.

1. Open the default report and make your changes
2. Click **Save as new**
3. Enter a name for your report. It starts as the default report's name with "(copy)".
4. Click **Save report**

Leaving a default report without saving discards your changes, with no warning.

## Create a report

1. Navigate to [Analytics → Reports](https://app.cevoid.com/analytics/reports)
2. Click **Create report**
3. Choose metrics, breakdowns, filters, and a visualization in the [report builder](https://docs.cevoid.com/analytics/reporting/report-builder.md)
4. Click **Save report**
5. Enter a name. It starts as the chart's title, such as "Post clicks by Widget".
6. Click **Save report**. The report opens, and it's in the reports list for everyone in your workspace.

## Save changes to a report

When you change a report, the toolbar shows **Modified report** and the save buttons:

| Report | Buttons |
| --- | --- |
| New report | **Save report** |
| Custom report | **Reset**, **Save as new**, **Save** |
| Default report | **Reset**, **Save as new** |

- **Save:** saves your changes to the report
- **Save as new:** saves your changes as a new report, named "(copy)", and leaves the original as it was
- **Reset:** discards your changes and goes back to the saved report

Every part of a report counts as a change: metrics and their order, breakdowns, filters, visualization, sorting, top items, date range, comparison, and currency. Leaving a new or custom report with unsaved changes asks you to confirm: click **Leave without saving** or **Stay on page**.

## Manage reports

Open the menu next to a report in the list, or click **More** on the report page.

| Option | Custom reports | Default reports | What it does |
| --- | --- | --- | --- |
| **Rename** | Yes | No | Changes the report's name |
| **Duplicate** | Yes | Yes | Creates a copy of the saved report, named "(copy)", and opens it. Unsaved changes aren't copied: use **Save as new** for those |
| **Add to dashboard** | Yes | Yes | Adds the report to one of your custom dashboards. See [Dashboards](https://docs.cevoid.com/analytics/reporting/dashboards.md) |
| **Delete** | Yes | No | Deletes the report permanently, and removes it from every dashboard |

To export a report's data, see [Export reports](https://docs.cevoid.com/analytics/reporting/export-reports.md).

## Who can see and change reports

Reports belong to your workspace, not to a person. Everyone on your team can see every report, and create, change, rename, duplicate, and delete custom reports. Default reports are read-only for everyone.

Analytics isn't limited by plan or module: every workspace sees every metric and default report.

## Related articles

- [Report builder](https://docs.cevoid.com/analytics/reporting/report-builder.md)
- [Dashboards](https://docs.cevoid.com/analytics/reporting/dashboards.md)
- [Export reports](https://docs.cevoid.com/analytics/reporting/export-reports.md)
- [Report requirements](https://docs.cevoid.com/analytics/setup/report-requirements.md)

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Canonical: https://docs.cevoid.com/analytics/reporting/reports