Saving, sharing and exporting Reports

TABLE OF CONTENTS

• Saving and sharing a report
• Editing a previously customised report
• Deleting a report
• Exporting a report to Excel / PDF

Saving and sharing a report

If you make any changes to a report, you can save it for future use:

1. Open a report's customisation screen, then make a change to the report (e.g. add a column or apply a filter)
2. At the top-right, click Save Template, then Save as new template.
   1. Enter a name, category, and description (if required). 
   2. To share the customised report with everyone in your organisation, turn on the Share template toggle.

Any reports you (or others) have saved will be shown with a pencil icon in the Edit column.

(click to expand)

Editing a previously customised report

From the list of reports:

• To customise the report, click its View icon:
• To edit the report's settings (name, description, category, share status) click its Edit icon:

From the the Report Customisation screen, if you customise any saved report (i.e. that has already been customised by you or another user), when you click Save Template you can either:

1. Save update: This will overwrite the saved report with your new changes.
2. Save as new template: This will save a new report, which must be assigned a new name, category etc (see above).

Deleting a report

1. From the list of reports, click the report's Edit icon:
2. Click Delete, then DELETE to confirm.

Exporting a report to Excel / PDF

Watch this short video to find out how to export reports from the Customisation screen.