Learn how to save report configurations in this step-by-step guide. There are steps you must take before completing this process. This help guide will cover how to save report configurations.
Recommended Reading Before You Start
Saving Report Configurations
You may save a report’s configurations so you can re-run the report in the future without having to re-enter the report’s specifications and conditions. Other users will also have access to run the report. Additionally, saving a report’s configuration opens the option to share the report results with others via a shared link.
In order to save a report’s configurations, you must first create and run the report with its new configurations. For more information on creating a new report and setting its configurations, please see Creating a New Report and Editing Criteria and Columns in Reports. This guide will begin at the point after a report has been set up and run.
To save a report’s configurations, after you run the report:
1. Select Save Report Configuration.
The Save Report Configuration pop-up will appear.
2. On the Save Report Configuration pop-up:
a. Enter a Report Name.
b. Enter a report Description (optional).
c. Select an option from the Make this report available to drop-down menu.
d. Select Save.
Your report configurations are now saved. You can now see your report listed on the Reports List page. It is from this page where you may access the report to re-run the report in the future. See the instructions below to access the Reports List page.
To view and access your report on the Reports List page:
1. On the CRM Dashboard, select Reports in the navigation menu and then select Reports in the drop-down menu.
The Reports List page now appears with a list of all your saved reports. Select a report to re-run the report.
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