Skip to main content
Saving a Report

Saving reports means you don't have to enter filters again, and they can be emailed automatically

Updated over 2 weeks ago

1. Click "Report Center"

2. Click "Save Report" to save the current settings

3. Give the report a name and click "Save"

4. If you make an update to the report, the saved report can be updated. Click on the "Save Report" button

5. And click "Update Report"

6. To save an updated report as a new one, click on "Save Report"

7. Click "Save as New Report"

8. Enter a name and click "Save"

9. Swap between reports with the dropdown

10. Selecting another report for that module and type of view (i.e. historical, current, Item)

Did this answer your question?