How to save a report?

If you often use the same filters in your report, it makes sense to save those options.

Rain avatar
Written by Rain
Updated over a week ago

The report is a great way to get a good overview of your work by various parameters. There are filters at the top of the report to make it possible to see exactly what you need right now. If you use the same combination of filters frequently, you can save this setting.

First, you need to add filters by clicking on the "+" icon and selecting the ones you want the data fields to display. Once the report is fit for purpose, it is time to save it.

Click the save icon to save your report:

A window will appear where you can name and save the report. If you have already saved at least one report, you will be prompted to create or overwrite an existing one.

You can find saved reports by navigating to the Report item in the main menu. When you scroll to the name of the saved report, the trash can icon will appear, allowing you to delete the saved report.

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