Saving a Custom Report

After you have finished customizing the report in the Report Builder, you can save it as a custom report.

To save the report as a custom report:

  1. On the Edit Columns tab of the Report Builder, use the Name field to specify a descriptive name for your custom report.

  2. When ready, click Save in the lower right corner of the Report Builder.

If you want to make additional changes to the report after saving it, you can find the report among your saved custom reports at Reports > Saved Reports > All Saved Reports. To customize the report further, click Edit next to its name. For more information, see Viewing or Editing a Saved Custom Report.

Related Topics

Report Customization
Report Builder Interface
Report Customization Permission
Adding, Removing, or Reordering Report Columns
Formatting Numbers on Reports
Filtering Data on Reports
Sorting Data on Reports
Setting Additional Options for Custom Reports
Arranging Data on Summary Reports
Setting Up Cash Basis Reporting
Sharing Custom Reports with Other Users
Exporting a Saved Report as an Excel Web Query
Example Report Format Changes
Deleting a Custom Report

General Notices