Save a drill-down report

Saving a report saves all of the selected groupings, measures and filters, and any changes to the report format or layout.

We recommend that you save the report while viewing the report layout. This ensures that the report is saved as the correct type (Claims or Line Items).

Report layout view

To save the report:

1. In the menu header at the top of the Drill-Down Reports page, click Reports > Save.

   

   The Add New Report window opens. The Tab field defaults to the Report tab that you were on when you saved the report.

2. In the Folder field, select the folder in which to save the report.

3. In the Name field, type a unique name for the report. Give the report a name you can easily remember and identify later.

   NOTE: When naming a report, do not use special characters such as dashes or slashes.

4. If desired, in the Description field, type a detailed description of the report.

   

5. Click Save.

You can continue to work on the report and either save the changes or select Save As to save as a new report with a new name.