Saving Reports


Saving reports is a convenient way to create shortcuts for filtering results that you use often. If you find yourself frequently filtering your People view by a specific Smart Group, adding a report for this filter will give you quick access to this list in the Reports view.

  1. Select the Smart Group you wish to save for your report.
  2. Select the columns you wish to save for your report.
  3. Click “Save Report” in the top right corner of the page. A notification will appear in the top right corner of your screen, alerting you that your report has been saved to the Reports page.
  4. To access your report, click on “Reports” in the Primary Navigation on the top of the page. Your created report will be located in Starred Reports section.

Note: Un-starring a report that you created will delete the report. If you delete a report by mistake, you will have to manually recreate the report again.