[Zoho Books] How To Save Custom Report For Future Use ?
In the report creation page, click Customise Report.
After you’ve selected the customisations that you need, click Save as Custom Report.
Click Next to go to the Report Layout section. Here, you can further customise the report by configuring a separate layout for the report. Configuring your report layout lets you control how your report looks like when you print or export it. Learn more about Report Layout.
After you’ve made the changes, click Next to go to the Report Preferences section.
Enter a name for the custom report in Report Name.
Enter a name in the Name in Export field to set the name that should be used when exporting the report.
Configure who can view, export, or schedule the custom report in Configure Permissions. You can find the different share options that are available in the table below:
| Field | Description |
|---|---|
| Only Me | Only you will be able to view, export, or schedule the custom report. |
| Only Selected Users & Roles | Only the selected users will be able to view, export, or schedule the custom report. |
| Everyone | Everyone in the organisation will be able to view, export, or schedule the custom report. |
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