Save a Report View To Use Again or Share

You save a report's filtering, grouping, sorting, and chart settings to use again the next time you need to run the same report. You can also share report views with other users who have access to the same report.

To save a report view for later use:

  1. With a report open for viewing (File >> Open a report or Report Management screen Action >> Run), and all filtering, sorting, grouping, and chart settings as you want them, click the Saved Views icon Saved viewand select Save current view.
  2. Enter a name that clearly describes the saved settings and click OK.
  3. Specify settings in the Saved Views widget, as desired, For example, set the access to Public to share these settings with other users who have access to the active report. For more information about Saved View settings, see the Saved Views widget topic.