Now that you’ve constructed your perfect report, you’ll want to make sure you save or export it for future use. You can choose to export the report immediately or save this configuration and return to the report later.

Exporting a Report

To export the report:

1. Click Export CSV in the top right
2. Your report download will begin immediately
   1. Exported files typically go to your computer's Downloads folder, but based on your settings, may also go to Documents or your Desktop

Naming and Saving a Report

Before saving this report for later, you will want to give it a name (and possibly a brief description). 

Edit a Report’s Basic Info

1. Click the pencil icon next to the report’s name
2. Enter a title for the report
3. (Optional:) Enter a description for the report in the field below the report’s name

Save Report Configuration

1. Click Save to Your Reports
2. The report will be saved with this title
   1. If you make any additional changes after your initial save, click Save Changes to update your saved report with the adjustments
3. You can access this report later on the report manager
   1. Any new sales, etc. that have occurred within the date range you selected will be reflected when you access the report in the future
4. If you make any changes to the report configuration, you can click Save New to save your changes as a new report configuration

Next: Saved & Queued Reports