How to save a report from advanced filters

Once you have added your filters and transferred them to your selection list, you can save your report, which will allow you to download filter-based reports quickly and easily. These reports can have greater flexibility compared to Custom Reports and can be set up by most organization levels. 

1. Ensure you have applied the desired filters (e.g., single filter, cross filter or layered filters) and created the selection
   
   • See here for creating your selection
2. Click the ‘Download Report’ button in the list panel
3. In the pop-up window select the fields you want to be included in your report and click ‘Next’
4. Choose whether to save your report (yes)
5. Choose a suitable name (omitting special characters) 
6. Select whether to fix the dates (yes/ no)
7. Click the ‘Download’ button and your report will be added to your downloads folder

Note: For the purposes of generating these Saved Reports, please be sure to omit any special characters from their name otherwise the filename produced will be corrupted.

What does 'fix dates' do? 

Fixing the dates will produce a report that is a snapshot at the time the report was created. Choosing to not fix the dates will create a dynamic report which will provide you with the latest information current at the time the saved report is downloaded.