Save a Report

If you apply a search, filters, and other options to a report to get the data you want and you expect to need that report again in the future, you can save it for future use. When you name and save a report, Deltek CRM saves your search, filters, column selections, column order, row grouping, and sorting. You can then just select the saved report from a list instead of having to reapply the options each time.

A saved report is only available to the person who saves it. Other users cannot select it.

To save a report, complete the following steps:

1. In the Business Development workspace, click to go to the Reporting area.
2. Select a standard report or another saved report as the basis for your new saved report.
3. If necessary, do any or all of the following:
   • Click the currently displayed search name above the upper-left corner of the report and select a different standard or custom search.
   • Click and use the Report Settings dialog box to change the columns included in the report, the order of the columns, and how the report rows are grouped.
   • Click above the upper-right corner of the report and apply column filters.
   • Click a column heading to sort the report based on values in that column.
4. When the report displays the correct data in the format that you want, click on the Reporting toolbar.
5. If you created your report based on another saved report, a menu displays. Select Save As on the menu.
6. In REPORT NAME on the Save Report dialog box, enter a name for the new report, and click Save.