Saving FirmFlow reports

Alerts and notices

After you customize a report, you may want to make it available to all appropriate users of GoFileRoom, or to save personal report customization so you can run the report again.

  1. Run the report that you wish to save.
  2. After the results are displayed, customize the report results.
  3. Click the Options button and choose Save Published Report or Save Personal Report.
  4. Enter a name for the report.
  5. Click Save.

Related topic: FirmFlow reports

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