After you have customized and previewed a report, you can rename and save it. You can also rename a report that you have already saved.
Renaming a report can be useful for indicating how you customized it. It is also helpful for making the report recognizable to other users. For example, you can apply a filter to the Master Listing of People report to include only members between the ages of 12 and 17. When you save the report, you might rename it Youth Members 12 - 17.
- In the reports window, select the saved report.
- In the lower sidebar, select Preview. The report displays.
- On the reports toolbar, click Save
. - In the Save As field, enter the new report name. If you want the title at the top of the report to match, enter the new name in the Report Title field as well.
- Click Save.
