Save a report view

After viewing a report in Portal, changing the report date range, and specifying which data columns and records to show, an Admin user or Support user can save the customized report view.

After a report view is saved, the view name appears on the Reports page for all Admin users in the site, and all Support users in the Portal instance.

Note: You cannot save a view for the Backup Verification Report or Aggregated Usage Summary report.

To save a report view:

  1. View a report. Specify a report date range, and data columns and records to show in the report. See View a report.

    Reports page

  2. Click the Save View box.

    The box becomes editable.

    Save View box

  3. Type a name for the report view, and then press the Enter key.

    The customized report view now appears on the Reports page.