Saving custom reports

Reports and forms > Using reports > Creating custom reports > Saving custom reports

If you plan to use a specific report's design and format many times in the future, you can customize the report once and save the changes so you can use the modified report whenever you want.

When you save a report's changes, you create a custom report. Custom reports appear in the Custom section of the Index to Reports window, and can be printed, displayed and saved as files, just like any other BusinessBasics reports.

Since the report name you provide will eventually appear in the Index to Reports window, so you may want to enter a name that's easy for you to recognize in the future. The report name can be a maximum length of 27 characters.

You can perform the same tasks with custom reports as you do with any other BusinessBasics reports, including printing them, displaying them on your computer screen, saving them as files on a disk and emailing them.

Related topics
To display a report on your computer screen
To print a report

To save a report as a file on a disk

Step by step
To save a report as a custom report