Save Custom Reports

This article will show you how to save a custom Report.

Instructions

1. Navigate to Reports

2. Select a report from the Custom Reports tab

3. Apply any desired filters

   • From/To: Apply a date range

   • Filters: Add filters

   • Fields: View/remove fields

   • Refresh: Select to apply new filters

4. Select the Save Report icon

   • Last Updated: Date of last modification to report, non-editable

   • Report Title: Modify report title

   • Who Can See It?: Choose from viewable only by you (Me Only (or viewable for whole staff All Staff))

   • Description: Brief description of the report

   • Current Location: Check if the report is for the current location

5. Click Save Changes

6. A pop-up may appear that says Report not editable by user, new report created instead. Click OK

   Note:

   This pop-up just means that a copy of this report will be created for your custom report, with the original still existing with its default settings.