Saving a Customized Report
Saving reports is a great time saver if you have customized the report in any way (added columns, sorted, filtered, grouped, etc). Saving a report will allow you to run the same customized report again in the future without having to reselect all of your customizations.
- Click "Run Report" from the main reports page.
- Make your selections to customize the report.
- Click the ‘Save’ icon in the top left.
- Type a name and a description.
- Click "Save".
Once you have saved your report, it will be available on your ‘List of Reports’ on the Reports page.
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