1. Click Reports from the system navigation bar
2. Click either the Custom Reports or Ad Hoc Reports tab located near the top left corner
3. Locate the Report you wish to add as a saved report
4. Click the gear icon in that row
5. Click Manage Saved Reports from the drop-down menu
6. Click New Saved Report near the top right corner
7. Enter saved report name…
8. Under Create Saved Report, select a Report Start Date and set a Report Frequency (Weekly, Bi-weekly, or Monthly)
9. Select Report Recipients from the drop down list
Important: the selected report recipients must have either the Report Management or Report Viewing Role Permission enabled for their Role to view saved reports
10. Set desired Report Filters
11. Select the Defined Date Period (Weekly, Bi-weekly, or Monthly)
To avoid reporting overlap, we highly recommend the Report Frequency and Defined Date Period match
12. Click Save Report