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Saving Reports

You save reports along with their filter options and the preferred layouts.

With the exception of Project Overview, you can use Save as on all reports. Once saved, you can access them from the Custom tab.

  1. Open a report and set it up as required using the filters and any other options.
  2. Select Save As
  3. In the Save As window, enter a new name and a description. You can also edit the default ones if required.
  4. Press Save
The Save As window.

Users on the US1 instance will see ‘shared with’ in this dialog box. Reports are saved as Private by default (viewable only to you on this project).

An example of the list of saved reports on the Custom tab.

An example of a list saved reports on the Custom tab.

Users on the US1 instance will see who the report is shared with (private: viewable only to you on this project), Modified By (name of user who saved the report) and Date Modified instead of Saved Date (last saved date).

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