Saving a Report

All your reports can be saved so you can re-access them again and again.  The Save Report option remembers any customisations you have made to the report including:

  • Filters you have specified
  • Columns you have added
  • Date periods you have selected
  • Graph/Chart styles you have chosen

To save a report simply click the Save Report button on the right hand side above the data table.

This will pop up the Save Report Box.  Type in a memorable name and description for the report.

 

If you tick the Add to my Favorite Reports box this report will appear in the Favorite Reports section at the top of the left hand Navigation Menu. 

All saved reports will also appear in the Saved Reports section which you can access by clicking the Saved Reports link in the left hand navigation menu.

 

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