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Saving and Loading A Report Configuration

Saving A Configuration

Saving the configuration for a report that you run often can be a great time saving technique. To save a report's configuration:

1. Configure the report with the desired configuration

2. Click on the plus symbol to to expand the Saved Configurations box:

1. Select the 'Relative Dates' toggle if the dates used in the report should be considered relative to when the report is used, rather than fixed dates.

2. Enter a name for the configuration to be saved as and click 'Save'.

Loading A Saved Configuration

Previously saved configurations can be loaded by selecting the name of the configuration in the report selection hierarchy

or the 'Load Config' drop down of the 'Saved Configurations' box: