You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
Home > Reports > Common Report Functions > Save a Report as a New Report
Save a Report as a New Report
print icon

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 make it easy for you to run the report again in the future as your custom settings and filters will be saved.

 

To Save a Report as a New Report:

 

  1. Define the desired filters for your report.
  2. Click the down arrow on the Run Report button.

  3. Select Save As New Report.

  4. Enter a Report Name.
  5. Enter a Description.
  6. 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.
  7. 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.

 

Feedback
0 out of 0 found this helpful

scroll to top icon