This article is intended for: users with access to Reports.
Use this article when: creating a report to fit your custom needs.
Utilize this action if you have opened a report template and customized the report structure. Need assistance customizing the report? Learn more with this article: Operational Budgeting - Customize a Report
Select the Save as Custom Report button to save the report to your Custom Reports tab. Fill in the following information:
- Report Name - Give your custom report a unique name
- Description - Provide a description of your custom report
- Share Report - If toggled to yes, your report will be saved to the "Custom Reports" tab, where it's accessible to everyone in your organization.
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