Save Report Dialog Box

Use the Save Report dialog box to specify the name of a new saved report.

After you name and save a report, you can use the saved reports search field next to the Reporting label at the top of the Reporting area to select the report for display.

Parent Topic: Reports and Report Options

Location

To display the Save Report dialog box, 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 a new saved report, and select the search, column filters, and other options you want for the new report.
  3. If you based the saved report on a standard report, click to display the Save Report dialog box.

    If you based the saved report on another saved report, click and click Save As on the menu to display the Save Report dialog box.

Contents

Field Description
REPORT NAME Enter a name for the new report.
Save and Cancel Click Save to create the new saved report. Click Cancel to close the dialog box without saving the report.