Saving a Report
- Click the blue IA box, from the top left of the ribbon.
- Click to select Save As from the dropdown menu.
- Rename the Title of the report.
- Click Save.
Locating Your Saved Report
Locating your saved report will allow you to access options such as: Run, Edit, and more.
- A quick wat to locate a report, using at least a portion of the name, is possible with the Filter feature.
- Click Filter, from top of left navigation pane.
- Enter text into the Value field. Text entered here should be part or all of the report name you are searching for.
- Click the Filter magnifying glass.
- If a match is found, a folder structuer will display below with search results.
- Expand the search result folder(s) to view reports, as desired.
- Click to select the desired report.
- Right-click to display additional options - e.g., Run, Edit, etc.
- MM go back to other articles to see how I wrote this with similar articles.
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