What You'll Learn: This article is intended for Collaborators of Operational Budgeting. It explains what you need to know to save a report.
When to Read This: Read this article while 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.
Ready to Learn More?
Check out the article: Operational Budgeting - Export a Report
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