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Save and Share Reports

To save and share reports, follow the instructions below.

  1. Select the report title field to find the edit icon.

    edit icon.png

  2. After you select the edit icon, rename the report.

  3. Select the check mark to save the report title.

    newsavedreport.png

  4. Next to New Saved Report, select the save icon.

    savediconforrenamedreport.png

  5. The report is saved and moves to the Reports list.

    savedreportslist.png

  6. To share the saved report, hover over the title, select the Share icon, and then select the user you want to share the report with.

    sharesavedreport.png

  7. Select Copy.

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