Save Report

To save a report, click the Save icon on the menu bar at top of the screen in any area of functionality. This will present the 'Save Report' window.

Note: You are also prompted to save your unsaved report when navigating away from it.

You can modify the following options:

  • Report Name: Enter the name for the report.
  • Save in Folder: The name of the folder the report will be saved to. It is auto populated upon selecting a folder below. Not selecting a folder will automatically select the "My Reports" folder.
  • Description: Holds an optional summary of the report.

Tip: Both Report Name and Description are used when searching for reports using a search filter.

To create a new folder inside "My Reports", "Public folder" or one of their subfolders, click the cog icon next to them and select New Folder.

Fill a Folder Name and an optional Description then click Create to add the new folder.

After selecting a folder click Save on the bottom to complete the process. Reports and folders saved in the "My Reports" folder are not visible to any other user.

Clicking Save and Archive takes a snapshot of the report at the current time, saving it as an archived report. This cannot be edited and is used for historical analysis or version control. Reports that have archived versions are marked by a star that reveals the archived versions once clicked.