Saving a Report

To create and save a new built-in report:

1. From the Reports section of the navigation bar choose Create Report, or click Create from the Manage Reports screen > Saved and Scheduled tab.
2. Select the type and of report you want to create.
3. Set values for report options to specify what you want to see in the report.
4. Click Save.
5. In the Report Settings dialog box, specify the name you want to appear on the menu for the report.
6. Optionally, provide a brief description for the report.
7. If you want the report to automatically run on a schedule, enter an email address where the report should be sent when run and select a time from the Run Report At drop-down.
8. Click Save.

To create and save a new simple custom report:

1. From the Reports section of the navigation bar choose Manage Reports.
2. Select the Custom Templates page.
3. Select a report template that you have previously uploaded.
4. Click the Run button to display the Report options dialog box.
5. Set the options you want, then click the Save button.
6. In the Report Settings dialog box, specify the name you want to appear on the menu for the report.
7. Optionally, provide a brief description for the report.
8. If you want the report to automatically run on a schedule, enter an email address where the report should be sent when run and select a time from the Run Report At drop-down.
9. Click Save.