Save a Report

Saving a report after you create and configure it allows you to reuse it later, add it to a dashboard, or schedule it to run automatically.

Saving a report after you create and configure it allows you to reuse it later, add it to a dashboard, or schedule it to run automatically.

Reports can be organized into folders or added to dashboards.

After you create and configure a report, follow the steps below to save it.

Open the Save Options

Run the report, then open the save menu to choose how you want to save it.

1. Select Run to generate the report.



2. Select the Gear button next to Run.

From the menu, you can save the report in a folder, save it to a dashboard, or save it and schedule it. The sections below describe each option.

Save as a Report

Save the report to a folder or subfolder so you can reuse it later.

1. From the save menu, select Save As A Look.

2. In the Save Look window, enter a title and description.



3. Select the destination folder, e.g., Personal, Group, or Shared.



4. Select Save.

Save to Dashboard

Save the report as a dashboard tile so it appears on a dashboard.

1. From the save menu, select Save To Dashboard.

2. Enter a title for the report tile, then select a folder.



3. Select a subfolder that contains the dashboard you want, or select New Dashboard to create one.



4. Select the dashboard.



5. Select Save To Dashboard to finish.

Create a New Dashboard

Create a new dashboard from the save flow if you do not have an existing dashboard to select.

1. Select New Dashboard.

2. Enter a name for the dashboard, then select OK.

The new dashboard appears as a selectable option in the chosen subfolder.

Save and Schedule

Save the report and set it to run on a schedule.

1. From the save menu, select Save & Schedule.

2. Enter a title and description, then select a folder.



3. Select Save & View Look.

For more information, see Scheduling a report or dashboard.