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 the submit button.

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


To save your created report click the Save This Report and a pop-up will appear.

Here 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.


Once saved you will see an on screen notification to indicate the report has been saved.