How to build a saved report — name it, filter it, segment it, choose the fields, and run it on demand without reconfiguring each time.
A Saved Report captures a report configuration — base report type, filters, segmentation, field selection — so you can re-run it later without rebuilding. Useful for recurring reports (monthly compliance, weekly engagement, quarterly leadership view) and for reports scoped to specific audiences (a Smart Segment of new hires, a specific department's content).
For the strategic frame on when to use the Report Builder, see Report Builder in Continu. For the standard reports, see Admin Reports in Continu.
How to Build a Saved Report
1. Navigate to Admin > Reports. Saved Reports live alongside standard reports in the Reports area.
2. Click + Add A Report. The button is in the upper right of the Reports area.
3. Name the report and choose a base report type. The name is what you'll see in the Saved Reports list — make it descriptive enough to differentiate from other reports your team might build (e.g., "Q4 New Hire Onboarding — North America Sales" beats "Q4 Report").
Select a prebuilt report type as the base style. The fields available downstream depend on this choice.
4. Add filters (optional). Depending on the base report type, you can filter by user info, content, or both. The filter page includes an Include Suspended Users toggle — keep it on if suspended users should appear in the report, off to exclude them.
5. Configure User Segmentation. Define which users automatically appear on the report — by specific users, departments, teams, levels, groups, grades, or locations.
6. Configure Content Segmentation. Define what content appears on the report — search and add specific pieces, or apply segmentation criteria.
7. Select fields. Choose which columns to include. By default, all fields are selected. Use the per-field toggles, or the Select All / Deselect All buttons for bulk control.
8. Save. The report appears in the Saved Reports area, where you can run it anytime.
Considerations
Name it for the question, not the data. "Monthly compliance audit — North America Sales" tells you what the report is for. "Sales Report" doesn't.
Use User Segmentation for audience, Content Segmentation for scope. The combination is what makes saved reports valuable — a saved report runs against the right audience and the right content without reconfiguring.
Trim fields aggressively. Default-everything-on creates wide CSVs with columns nobody uses. Pick the fields that answer your question and disable the rest.
Decide on Suspended Users intentionally. For active-audience reports, exclude. For audit and compliance, often include. Default behavior depends on your org's policy.
Configuration Pitfalls
Generic Report Names. "Report 1," "New Report," "Test." Future-you (or your teammate) won't know what these are. Name for the question.
Selecting Every Field "Just in Case". Wide reports take longer to run, are harder to read, and produce CSVs nobody analyzes. Pick the fields that answer the question.
Forgetting User Segmentation Changes Over Time. A saved report scoped to "Sales Team" automatically picks up new Sales hires and drops departed ones. That's usually what you want — but if you need a snapshot-in-time view, capture it once rather than relying on the saved report.
Building Saved Reports You'll Only Run Once. If you're building a report for a one-off question, the standard report with manual filters is faster. Reserve saved reports for recurring use.
Forgetting to Update Segmentation When the Audience Changes. If a department reorganizes or a Smart Segment definition changes, saved reports tied to the old segmentation may run against the wrong audience. Audit saved reports periodically.
Where This Fits
You're here because you're building a saved report. For the strategic frame on when to use the Report Builder, see Report Builder in Continu. For the standard reports, see Admin Reports in Continu.
See Also
- Reporting: Which Report Should I Use? — the strategic anchor.
- Report Builder in Continu — when to use the Report Builder.
- Admin Reports in Continu — the standard reports.
- Continu Insights — higher-level analytics dashboards.
Name for the question. Trim fields. Use Segmentation for recurring audience/scope. Audit saved reports periodically as the org changes.