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Saving a Report's Settings

To save report settings,

If the report setup screen is not already displayed, Click Reports, find and click the report, and then set up the report as you normally would.
Click .

Type a name and description for this report setup.
Do one of the following, depending on what you see:

Click OK.

Click Save and Close, and then click OK.

Close the report.

Important: Saving a report's settings does not save the report contents, even if you click View Report before saving. To save an instance of a generated report, do one of the following:

If you're in a next-generation report (Tasks by Document - Current, Tasks by Document - All Tasks, Tasks by User - Current, or Tasks by User - All Tasks), in the Data pane, click , and then click Print Data. For Destination, click Change, and then click Save as PDF. Click Save, and then follow the prompts.
For any other report, in the report viewing pane, in the Save As list, click a format. Then, click and follow the prompts.