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  • The report is generated and shows displays the result. The template outlines the report type and the fields used to create the report.

  • Make the required changes to customize the report, and then click Save As to save the report.

    TemplateReport_with_output.jpg

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  • The Save report dialog opens. Enter the Name, Category, and Description, and click Save.

    Report_Save_Dialog.jpg
  • The success message is displayed.

    Save_Success_Message.jpg
  • The report is saved and displayed in the reporting interface. You can view the list of saved reports under Reports > My Reports.

    Report saved.jpg

For more details about using the report designer interface, refer to:

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