Finance - Reports Save
The Finance - Reports Save allows you to save a report with all of your specified parameters and fields.  The report is available in the Report Request list as a separate report when you wish to run it again.

Report Title is your custom name for the new report report.

Report Type is the name for the source report that may be ignored.

Public determines whether the report only shows for you or for anyone with suitable user roles for the Report Type.

Description allows you to provide a more thorough explanation regarding the report.

See also

Schedule Demo
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