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Save Reports in Business Manager

Gregory Ramirez avatar
Written by Gregory Ramirez
Updated over a week 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 “Save”

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

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