Saving a Custom Report
After you've finished customizing the report in the Report Builder, you can save it as a custom report.
To save the report as a custom report:
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On the Edit Columns tab of the Report Builder, use the Name field to give your custom report a descriptive name.
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When ready, click Save in the lower right corner of the Report Builder.
If you want to make more changes to the report after saving, you can find the report in 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