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Save a Report as a New Report

Updated

With all of the reports, you have the ability to apply custom filters. After customizing the report to suit your needs, you may save the report as a New Report. This will save all the filters and custom settings and make it easy for you to run the report again in the future.

 

To Save a Report as a New Report:

 

  1. Select the report you wish to run and define the desired filters, Fields to Display, and any Summarize By options for your report.
  2. Run the report.
  3. Once you have your results, click the ellipsis  next to the the Run Report button and select Save As New Report...
    screenshot
    Saving a report as a new report
  4. In the Add Save Report window, configure the following:
    screenshot
    Saving a report as a New Report
    • Enter a Report Name.
    • (Optional) Enter a Description.
    • (Optional) Hide This Report From Other Users: Select this option if the report is only to be used by you. It will not be available for other users.
    • (Optional) Advanced Options: if you have the Chapters module, you may make this report available to Chapter Staff.
  5. Click Done.

 Did you Know: You can also use a Saved Report, to create and save another New Saved Report. Simply follow the instructions above from your Saved report.