Following along in MyCase is recommended as you read the steps.
Overview
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 and then run it.
Next, click More and scroll to click Save report.
You can change the name of the report, if desired.
Then, click Save report.
Accessing Saved Reports
Navigate to Reports.
Select Saved reports, where you can view all the reports you have previously saved and access them with a single click.
You can also edit the name or delete your saved report on this page.
