Skip to main content
Save Reports in Business Manager
Jessie Guerra avatar
Written by Jessie Guerra
Updated over 3 months ago

Any report that has "preview" functionality can now be customized and saved for quicker access.

To do so, follow these steps:

  1. Select a custom export

  2. Choose primary filters (location, reporting period, etc.)

  3. Click preview report

  4. Adjust columns, filters etc as needed

  5. Save the configuration

6. Name the report and click “Submit”

To retrieve a saved report, click on the reports displayed directly under the pre-built and customer exports.

Did this answer your question?