Saving a Comparison

Siaba Bamba
Siaba Bamba
  • Updated

Overview

In order to save a comparison, click the Save button in the comparison builder. This will help you keep track of your work as you go, or ensure that you can retrieve the comparison at a later time.

 

Saving to a Contact

Once you have clicked the Save button, a pop-up will appear. Here, you can give the comparison a title and choose how to save it.

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To save your comparison to a contact, you can either select an existing contact, or select the option to create a new contact. Once you have saved this comparison to a contact, you can access the comparison under the contact's details in your index. 

 

If you are viewing a comparison saved to a contact any day past the date of origin, you can either open the comparison - which will let you view the data as the day it was created, or, you can Rerun the comparison to update the data.

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Saving a Draft

Unassigned comparisons can be saved as drafts for you to easily access again and continue to build. Instead of selecting a contact to save the comparison to, you can name it if you haven't yet, and then select the Save as a Draft button. 

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Now that you have saved a draft, you will be able to find it under the Comparisons tab, and continue to work on it.