The Save as New Report option allows you to create a new report using the same or modified filters from the current report. This process is recommended prior to using the Edit Report function.
To save the current report as a new report:
Select the desired report from the Report Library to display the Report Details tab.
Use the filters to adjust the report for your specific view.
When satisfied, click the More dropdown and select the Save as New Report option.
Enter the following details on the Save as a New Report window:
Report Name – Enter a unique name for this report. Report Name is required. Up to 100 characters can be entered.
Description – Enter the report description that will display below the Name in the Report Library. Description is required. Up to 100 characters can be entered.
Include – Click the Filters check box if you wish to include all report filters. If unchecked, no filters will be displayed in the new report.
5. Click the Save button to save the New Report. A confirmation banner will display when complete.
