NOTE: Saving a report does not save the data, you are saving the formatting of the Report. You can recall the data when you reopen a report using submit button.

To save your created report use the and a pop-up will appear. 



Within this pop-up you can name your report, it is advised you name your report appropriately for future use. 


Description - Give the report a specific name. 

Shared - This gives different permissions for viewing of the report. 

  • No One - Only you will see this report.
  • My Role - Any members with the same role as you can see this report.
  • Everybody - Anyone with access to reporting can see this report.


- This saves the Report along with the settings you have chosen. 

Once saved you will be given the following on screen notification to indicate the report has been saved.

NOTE: You can save multiples of the same report with the same name, it will not be replaced or stack.