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Report Templates

How to create a saved report

Hector Borrego avatar
Written by Hector Borrego
Updated over 4 years ago

When generating reports you'll be given several options such as filters, page formatting, and other parameters that can be changed. You now have the option of saving your report settings which in turn saves time.

Creating a Saved Report

Open the report generator and choose your options

Once you have adjusted the report to your liking you can click to save that report for future use. Give it a name and choose a visibility setting


Using a Saved Report

When ready to use the same report, in any project, click on the Report button and then choose your saved report. This will automatically change your report settings based on what was previously saved

Quick Tip: When using a saved report in another project make sure to confirm the selected project within the report

For any help and questions please reach out to Support

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