> ## Documentation Index > Fetch the complete documentation index at: https://docs.cloudcapital.co/llms.txt > Use this file to discover all available pages before exploring further. # Saved Reports > Save a Cost Insights view, reopen it later, and share it with your organization. A saved report is a named Cost Insights view. It remembers the filters, grouping, metric, comparison, credits setting, currency precision, and date range on screen, so you can return to that view without rebuilding it. The control sits next to the **Cost Insights** title. Before you open a report it reads **Unsaved view**. After you open one, it shows that report's name. An amber dot on the button means the view on screen no longer matches what was saved. Hover the dot for **This view has unsaved changes**. Cost Insights with the Unsaved view control beside the page title Changing filters also updates the address bar, which is enough to send someone the view you are looking at right now. A saved report is the named entry in this menu: it stays in the list, you can update it, and you choose whether the rest of your organization can open it. *** ## What a saved report remembers Opening a report restores the view, then loads the latest cost data for those settings. | Setting | What is restored | | - | - | | **Filters** | Include and exclude selections | | **Group by** | The dimension and the date grouping (daily through yearly) | | **Metric** | The metric selected for the chart and table | | **Compare to previous period** | On or off | | **Credits** | Include or Exclude | | **Currency precision** | Dollar or Cent, from **Display preferences** | | **Date range** | A preset that keeps moving forward, or a custom range pinned to the dates you chose | ### Dates If you save while a preset is selected, the report stores the preset rather than the calendar dates. Opening it later resolves that preset against today. | Preset | What you see when you open the report later | | - | - | | **Last 3 months** | The latest three months, including the current month | | **Last 6 months** | The latest six months, including the current month | | **This year (YTD)** | January 1 through the end of the current month | | **Last year** | The full previous calendar year | | **Last 12 months** | The latest twelve months, including the current month | **Last 3 months** saved in January still means the latest three months when you open the report in June. A custom range is pinned. Opening the report returns the same start and end dates you chose. *** ## Save the current view On **Cost Insights**, set the filters, group by, metric, **Compare to previous period**, credits, currency precision, and date range you want to keep. Select the button next to the **Cost Insights** title. It reads **Unsaved view** when no report is open. Saved reports menu before any report has been saved Choose **Save this view…**. Enter a name. A description is optional and appears under the name in the list. Save this view dialog with a name, description, and Share with organization off Leave **Share with organization** off to keep the report private. Turn it on so every member of your organization can open it. Click **Save report**. The button then shows the new name, and that report is checked in the **Saved reports** list. You see **Report saved**. The name is required. **Save report** stays disabled until the name has text in it. *** ## Open a saved report Open the same menu and choose a report under **Saved reports**. If you have not saved one yet, the list reads **No saved reports yet**. If the list cannot be loaded, it reads **Could not load saved reports** — close the menu and open it again. * A check mark shows the report that is open. * A globe icon means **Shared with your organization**. * The description, if you added one, appears under the name. Opening a report replaces the view on screen and adds that report to the page address. Bookmark the address, or send it to someone in your organization. They can open it only if they created the report or you shared it with the organization. If the report was deleted, or they are not allowed to see it, Cost Insights shows **That saved report is no longer available** and drops the report from the address. *** ## Update a report you own Change the view after opening a report you created and the amber dot appears. **Save changes** shows in the menu only then, and only on a report you created. It writes the current view over that report. The name, description, and sharing setting stay as they are. You see **Report updated**. Open report with unsaved changes, Save changes, and the saved report checked in the list **Save as new report…** leaves the original alone and stores the current view under a new name. The new report becomes the one open in the menu. Use it when you want a variation of a report you already have open. On a report someone else created, **Save changes** is absent. **Save as new report…** notes **You do not own this report**. Save a copy to keep your changes. *** ## Rename a report or change who can see it With a report you own open, choose **Rename…**. You can change the name, the description, and **Share with organization**. Click **Save changes**. Renaming does not change filters or the date range. To update those, change the view and choose **Save changes** from the menu. *** ## Share with your organization New reports are private. Only you see them under **Saved reports**, and only you can open a link to them. Turn on **Share with organization** when you save or rename a report to let every member of your organization open it. A globe marks shared reports in the list. A teammate who opens a shared report can look at it and choose **Save as new report…** to keep their own copy. They cannot rename it, save over it, change who it is shared with, or delete it. Those actions stay with the person who created the report. *** ## Start a fresh view **Start a fresh view** appears while a report is open. It stops treating the screen as that report. The button returns to **Unsaved view**, and the report is removed from the address. Your filters, grouping, metric, and date range stay as they are. You can keep exploring, or save the screen as a new report, without writing over the one you had open. *** ## Delete a report In the list, **Delete** appears on reports you own. Confirm **Delete saved report?**. Delete saved report confirmation The report is removed for you and for anyone it was shared with. The dialog states that this cannot be undone. You see **Report deleted**. If that report was open, the button returns to **Unsaved view**. The Cost Insights screen keeps the view you were looking at. *** ## Who can do what | Action | On a report you created | On someone else's report | | - | - | - | | See it while it is private | Yes | No | | Open it once it is shared with the organization | Yes | Yes | | **Save changes** after editing the view | Yes | No | | **Save as new report…** | Yes | Yes | | **Rename…**, including sharing | Yes | No | | **Delete** | Yes | No | Name a report for the question it answers, such as "Production EC2, last 6 months" or "Credits excluded, year to date", so the list stays easy to scan. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.