Step 6 of 6 - Save Report

In the final step, you will save the report with a descriptive name, short title, select to “Share” the report if appropriate, and give the report a brief description.

1-   Enter the “Report Name:” “Example Open Issues.”

2-   Enter the “Report Title:” “Open Issues Count.”

3-   Click the “Share” checkbox.

4-   Click on the search icon  to select the users with which to share this report.

5-   Select “—Everyone--” from the “Select Users” list displayed.

6-   Click “Update.”

7-   Enter the “Description:” “Open Issues showing Issue Number, Subject (Description), Priority and Status, grouped by Issue Type and sorted by Priority.”

8-   Click “Save & Run” to save the report and display the results.

OR

Click “Finish” to save the report and return to the Select Report screen.