Saving a Report

When creating a report, you have the option to save the report so you don't have to re-enter the specified parameters all over again if you need to come back to the report in the future. You can view all of the Saved Reports by going to Reports and then scrolling down below the list of available reports to run.

How do you save a report and access it for future use?

Once you add the specified parameters of your new report, scroll to the bottom of the page, and you'll see the options to rename the report and then save it. We recommend creating a customized name for your report so you know exactly which one to reference when needed.

Whenever you need to run the saved report, just go back to your Reports page, then to the 'Saved Reports' section, and select the 'Print' icon. This will then take you to another page where you can run the report as-is, or you can make changes to the parameters before exporting the data.