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How do I save a report?

Using filters, you can customize reports to show only the information you want to see. Frequently, you'll have one set of filters that you'll want to save and use repeatedly. You can do this by creating a bookmark. A bookmark will save a report exactly the way you set it up and create a link that you can access from your reports list.

To create a bookmark:

  1. Customize a report however you'd like. When you've finished, click Create New Bookmark.

  2. Give your bookmark a name and click Save.

Now you can access this report from your reports list at any time.

Any questions? Contact us at support@riskmanager.net.

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