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Avalara Help Center

Save a custom report

You can save a customized report to keep its data for future use. Saving a report saves all the fields and filters along with the data. 

Steps

  1. From the Avalara License Management home page, go to the Reports tab. 
  2. Select either the System reports or Saved reports tab 
  3. Select a report, and then select Customize
  4. Customize the report, and then select Save report
  5. Enter the name of the report and its description. 
  6. Select Save report.  
  7. Select Close

You can access the saved report from the Reports > Saved reports tab. Once you save a report, the application also enables you to schedule or share the report. For more information, see Schedule or share a custom report

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