Save A Report
When you have customized a report with Filters and Display Fields, you may want to save it to pull up quickly in the future.
- Once your report is the way you want it click the Save As button at the top of the screen.
- Select Shared Report to make the report available to others or select My Report to create a private report that will only appear at the top of your own list of reports.
- Enter a name and click Save.
- To select this report in the future click Reports on the left and choose from the saved reports.