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
STEP BY STEP
1.Generate the report you would like to save.
a.Go to Reports >
Standard Reports.
b.Open the folder or
subfolder for the report you want, then select it.
c.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 will
display the resolved calendar date in parentheses next to the relative value.
For example, a report generated with Yesterday
selected will show Yesterday (7/27/2026)
in the report header.
d.Select Generate.
2.Click Save
Report Template.
3.Enter the name of the report in the Report Template Name field, then click OK.
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