Saving Reports in Project Insight

Saving reports in Project Insight lets you reuse the same report settings without rebuilding the report each time. Saved reports can appear in your Report Menu and can also be shared, described, or scheduled depending on how you want to use them.

How Do I Save a Report?

Use the Save Report button in the upper left corner of every report to access the Save, Share, Description, and Schedule options.

Saving a report includes the report in your Report Menu in the top menu. You'll see the report in the drop-down, fly-out menu of the global report navigation.

When Should I Use Save as New Report?

There may also be an option to save as new report if the report you're using originated from a previously saved report.

"Save as new report" will save a new report without overwriting any changes you've made to the previously saved report.

Saving as new does not force a name change to the saved report, but it is always a good idea to change the name anyway so that you do not have two different reports with the same name.

If the report you are saving was shared to you by another user as the original report creator, the save as new report option is the only option available. You cannot make and save modifications to a report created by another person, but rather you will save your own new report.

How Do I Add a Description to a Saved Report?

The Description tab is meant to help you organize your report. Descriptions help explain the purpose of the report in more detail than you would normally include in the report name.

What Can I Do After Saving a Report?

Continue reading the Sharing Reports and Scheduling Reports because your report is too good to keep to yourself.

Frequently Asked Questions

Where do saved reports appear?

Saved reports appear in your Report Menu in the top menu and can be accessed from the global report navigation.

Can I save changes to a report someone shared with me?

No. If another user created and shared the report, you cannot save changes to that original report. Use the Save as New Report option to save your own version.

Why should I rename a report when saving as new?

Renaming the report helps avoid confusion so you do not have multiple saved reports with the same name.

What is the Description tab used for?

The Description tab helps explain the purpose of the report in more detail than the report name alone.