Editing and Creating Saved Filter Reports

Sometimes it’s quicker to edit an existing report than starting from scratch. Here’s how to do it:

🔍 Accessing the Report

1. Go to Reports > Scheduled Reports.

2. Select an option from the Entity drop-down.

3. Open an existing Saved Filter report that you want to edit.

✏️ Editing the Report

• Make your changes to the layout or filters as needed.

💾 Saving as a New Report

1. Go to More > Save & Schedule Filter.

2. Edit the Filter Name to distinguish it from the original.

3. Click Create New Report.

✅ What Happens Next

• When you return to the list of Saved Filters, you’ll see both your original and new versions of the report.

• This allows you to maintain previous reports while creating updated versions for different needs.