How to Save a Report How to Save a Report

How to Save a Report

1️⃣ Open the Report Builder

📍 Go to: Menu > Reports > Report Builder


2️⃣ Find & Edit the Report

🔹 Locate the report you want to save.
🔹 Click the three horizontal dots (⋮) > Edit.


3️⃣ Save the Report Template

✔️ Click the "Done" button in the top right.

✔️ Check the "Save Template" box to save it.

✔️ Rename the report if needed.

📌 Want to make the report public?
🔹 Toggle "Make Public" to allow all users to access the template only (without data).

mceclip1.png

mceclip0.png