How To: Create a Saved Report
Saving a report allows you to quickly run and review a frequently used report with your preferred filters and formatting.
All client types can save reports to streamline and accelerate the retrieval process.
- Generate the report you would like to save.
- Click Save Report Template.
- Enter the name of the report in the Report Template Name field then click OK.
Figure 1. Once you save a report, you'll be able to quickly generate it from Reports > Saved Reports. Under your Saved Reports you'll find that we've already saved a library of suggested reports for your client type.
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