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Saving a Report's Settings

To save report settings,

  1. 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 (for help, see Generating Reports).
  2. Click .
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  1. Type a name and description for this report setup.
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  1. Click Save and Close, and then click OK.
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  1. 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, in the report viewing pane, in the Save As list, click a format. Then, click and follow the prompts.

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