Saving customized reports

Use the Saved Reports feature to retain a specific format for the report without creating the same settings for future use. The displayed columns and filters you used to customize the view are also saved.

Procedure

  1. Navigate to the report that you want to save.
  2. Use the Configure View option to set the information that you want to show in the report.
  3. Add a filter to specify a specific condition for the report view and click Submit.

    Add filters

  4. To save the report, click Save As.
  5. Enter a name to identify the report to be saved and click Create.

    Save as report

Results

The saved report becomes available in the Saved Reports list report and visible in the drop-down box on the left side of the sub-navigation area when viewing that report type.

My Reports