Save custom report

  • Last update on January 25th, 2024

Save custom report functionality

The “Save custom report” functionality allows you to save a newly created report and have it appear in your “Custom reports” (either private, or public, depending on their decision), and to even add it your favorites. 

When you create your new custom report,  you can save it from the “Actions” menu, selecting “Save custom report.” 

Save custom report action.

As shown in the picture below, you can:

  • Modify the report name (if needed).
  • Add a description (optional).
  • Add it to your favorites by checking the “Add to favorite” item in the list.
  • Set it as public, meaning that it can be shared among all operators in your organization. 
Save custom report fields.

The report will now appear in your “Custom report” section.