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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.

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

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

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