Saving a Report Template

Great news – you can now save report preferences! You can quickly generate a report with a particular timeframe, output that report and save the template for future reference or use – great for predefining reporting templates on financial quarters, for example.

You can save any preferences across any reports.

Make sure you tick ‘Save Report Options’ and give your report a name (see below). Clicking on ‘View Report’ will give you the report output and auto-save the report template which you will then be able to access again using the ‘Select Report’ dropdown.

 

 

 

Avatar

Wendy