Saving a Report

You can save a report in two ways: save it as a Look or add it to a dashboard. This can be done for either a default version of a report, or when you have customized one.

1. With the report open, click   > Save.
2. Click one of these options:
   • As a new dashboard - start a new dashboard and add the report to it as a tile
   • To an existing dashboard - add the report to an existing report as a tile
   • Save As - open the Save as Look window, where you can save the report as a single standalone report or tile. For more information, see Saving and Editing Looks (this is an external site, so we have no responsibility for the content). Choose the folder location to which to save the file, based on who needs to access it. For more information, see Folders View.