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Home > Reports > Common Report Functions > Save a Report as a New Report
Save a Report as a New Report
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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.


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