How To: Create a Saved Report

How To: Create a Saved Report

Yellow Dog Software
Yellow Dog
Software
How To

Create a Saved Report

End user · Yellow Dog Inventory 2026

Why It’s Important

Saving a report allows you to quickly run and review a frequently used report with your preferred filters and formatting.

Video (2 min)

Prerequisites

✓ Permission to access Reports
✓ Access to at least one report group, enabled under User Permissions > Saved Reports (Group01–Group10) via System Setup > Employees > Employee or Employee Group. Without at least one report group enabled, you won’t be able to view or save any saved reports.
Note: Reports saved before report groups were introduced are automatically assigned to Group01, and existing users retained access to all report groups unless their permissions have since been changed. Users with the Superuser role or the Is Admin designation always have full access to all report groups and can save a report to any of them, regardless of their individual permission settings.

Step By Step

  1. Generate the report you would like to save.
    1. Go to Reports > Standard Reports.
    2. Open the folder or subfolder for the report you want, then select it.
    3. Enter the required filters — typically store and date/time — along with any optional filters such as Level or Vendor.
      Note: If you use a relative date range (e.g., Yesterday, This Month) — recommended for saved reports so the reporting window stays current each time it runs — the report displays the resolved calendar date in parentheses next to the relative value. For example, a report generated with Yesterday selected shows Yesterday (7/27/2026) in the report header.
    4. Select Generate.
  2. Click Save Report Template.
    Save Report Template dialog with Report Template Name and Report Access Group fields

    Figure: The Report Access Group dropdown in the Save Report Template dialog.

  3. Enter the name of the report in the Report Template Name field.
  4. Select the report group to save the report to from the Report Access Group dropdown. This dropdown only lists the report groups you have access to.
  5. Click OK.

Last reviewed: September 2026