Saving and Viewing Saved Reports

In previous tasks I spent some time talking about viewing, customizing, and exporting reports. After you spend so much time getting your report the way you want it, it would be a shame to let all that hard work go to waste by not saving the report. For example, if you want to run a monthly expenditure report with specific criteria, after you get the report the way you want it, you can save it. Then the next month, you can open the saved report, select the month you want to view, run it, and save it. This saves you time and ensures that you get out of the report exactly what you want each time you run it.

Save Reports

Run and customize a report the way you want and then click Save Report.

See Also

See "Viewing Reports" on page 310 and "Customizing Reports" on page 312 for more information on running and customizing reports.

In Report Name, type the name you want to use for this report. You can also type a description to provide more detail.

From the Save In drop-down menu, select the center with which to associate the report or to create a folder for your customized reports, click Create Folder.

Type a name and click OK.

Click OK. The report now appears under My Saved Reports in the Reports & Graphs window.

View Saved Reports

To open a saved report, open the Reports & Graphs window, if you don't already have it open.

See Also

See "Viewing Reports" on page 310 for information on running reports.

All reports that you have saved so far appear under the My Saved Reports on the right.

Click a report to select it.

Click Show Report.

To review and make changes to any saved reports, click Manage Saved Reports.