When using the Case List or Contact Reports, each user can save your custom filter and column configurations for future use. Rather than continuously rebuilding your query in each report, you can save your reports to enable one-click generation of your custom reports.
How to Save a Report
To save a report for future use, customize the report as you would like and then run the report. Next, select the Save to My Reports button in the upper right-hand corner, and enter the name that you would like to call it.
Accessing Your Saved Reports
To view and manage your saved reports, navigate to the Reports | My Reports tab. Here you see all of the reports that you have saved previously and can access them with one click. You also can edit the name or delete your saved report on this page.