How to save a Report: For Clients

Navigate to your Report section in your Menu and select Report builder:


1. Find the report you wish to edit clicking the 3 dots followed by the Edit option.

2. Click the Done button on the top right.


3. Check the box to Save the Template, and you can also rename it as required.


4. From here, you can also make the Report Public by activating the Make public Toggle..

Saving Report by clicking on RUN REPORT

  1.  Click on RUN REPORT and it will open a small Pop-Up window.
  2.  You can select different Date Type, Currency, and Date Range.


  3. Select Preview on screen (noting that previews are limited to 1000 items, including the download/export of these, a full version can only be emailed) and click on RUN REPORT.
  4. Next screen will show you the preview of the created report template, from here you can EDIT TEMPLATE, or Save by clicking on DONE.


  5. Complete Saving Report with DONE option.

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