How to Save and Share a Report

Save reports to the User Reports or Shared Reports folder.

Choose the User Reports folder to limit access to the document creator.
Choose the Shared Reports folder to give any user with the required permissions access to the file.

Saving a report

Go to the top menu and click the arrow next to REPORT HOME.

Click Save.



On the Save As window, click the field next to the folder icon and select an option: My Reports or Shared Reports.



Select a subfolder if available. (optional)

Create a subfolder. (optional)



Change the report name. (optional)



Click OK.

On the Report Saved pop-up window, open the original or new report. (optional)



Opening a saved report

Click Reports on the main menu.

Scroll down and click the My Reports tab.

Select a folder: User Reports or Shared Reports.



A list of reports and subfolders displays.



Hover a report tile to display options. You can:

edit the report
add Subscriptions
export the report as an Excel or CSV file
download the report as a PDF (whole report or sections)
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