Lets say we have used some filters as per our requirement and we want to save this as a seperate report so that we can use the same settings later, we can do that in the system.

Click on the below link to see how to use filters in the reports,
https://efm.support/how-to-filter-report-results-as-per-requirement/

Let us now see how to save a custom report.

  • Navigate to Actions.
  • Click on Report –> Save Report.
  • The Save Report page will open.
  • Key in the Name and Description.
  • Click on Apply button.
  • Now user can see the report saved with the given name with given conditions.
  • User can switch between Default Report and Private (Saved) Report anytime as shown in the below screenshot.
  • To download the report, click on Actions ?> Download ?> CSV or XLSX.

Hope you got an idea on Saving a Custom Report.