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
- From the Avalara License Management home page, go to the Reports tab.
- Select either the System reports or Saved reports tab.
- Select a report, and then select Customize.
- Customize the report, and then select Save report.
- Enter the name of the report and its description.
- Select Save report.
- 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.