Memorizing a report

Modified on Wed, 22 Jun, 2022 at 11:29 AM


    There are reports that you will add or remove columns to, add filters and reorganize them to get exactly the output you are looking for.  You can save it so it is available for later use.


Click on the save icon and then  "NEW"

You will get a new browser tab with the report configuration.
Give it a title that is distinct from the original one.  You can add the Category it should appear in, or it will appear under the Search in the upper left-hand corner of the reports list.  You can also fill in the description with your name and why you memorized the report.
Click the Save option when done and then verify that the report shows up on the report list as desired.

Here is a video showing the above procedure:

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