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.

  1. Once your report is the way you want it click the Save As button at the top of the screen.
    Save Icon
  2. 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.Select Report Example
  3. Enter a name and click Save.
    Name of Report Example
  4. To select this report in the future click Reports on the left and choose from the saved reports.
    Save Reports View