Save a temporary report

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When you create a temporary report from a module, you can save that report to a folder independent from a dashboard.

Before you begin

Save a temporary report

When you create a temporary report from a module, you can save that report to a folder independent from a dashboard.

Note

If you want to save the report to a dashboard, use Pin to Dashboard.

  1. Create a temporary report.

  2. Click Save.

  3. In the Save Report As window, complete the following fields:

    Field

    Description

    Name

    Type a unique name for the report.

    Select Folder

    From the dropdown, select the folder you want to save the report to.

    Categories

    Optional. From the dropdown, select existing categories or type a new categories and press Enter. Categories are tags that help you filter and search for reports.

    Description

    Optional. Type a brief description for the report.

  4. Click Save As New.