3.3 Saving and Renaming Reports

Once you have created a report, you are free to browse the individual sections and export to PDF or Microsoft Excel. However, the report will not be displayed in the Recent Reports list unless the report is saved.

If a report is unsaved, the right sidebar will include a link labeled, Save Report.
If the report has already been saved, you can change the title by clicking the Rename Report link.

Sidebar save report

Once clicked:

Save report
  1. Enter the report title.

  2. Save Report.

Note: What you enter here is used in the recent report list as well as printed on the report's title page (for PDF exports).