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- Create a customized report as described in How to Create a Custom-Designed Report.
- When done, click the Save Setup icon in the top right corner of the tab.
The Save Report pop-up window appears with all the added row and column categories and any filter applied. - Enter the name under which you want to save the custom-designed report.
- If there are filters, select the radio buttons as desired.
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In the Save Report pop-up, the applied filters are listed with radio buttons setting the filters to be Fixed or Set on load.
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5. Click Save at the bottom of the pop-up window.
6. The saved report format will be listed in the New Report drop-down and can be selected by clicking its name.
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If any of the filters of a preset report format was saved with the Set on load radio button activated, the Load Report pop-up window appears first when selecting that report format. Once the filter is specified, the preset report format will be displayed. |
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Learn more on the Reports Module pages and from our Reports Module Training Videos. |
Overview
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