How do I save a report configuration and reuse it later?

After creating a report in the Report Builder, you can save its configuration so you do not have to reconfigure it every time. Saved reports store your template, building selection, modules, and settings.

How to save a report

1. Create a report in Reports → Create Report (the Report Builder)
2. In Step 3 (Preview), click the "Save Report" button
3. Enter a name (e.g., "Monthly Energy Summary — HQ Building") and an optional description
4. Click "Save" — the configuration is stored in your Saved Reports library

How to use saved reports

1. Go to Reports → Saved Reports tab
2. You see a grid of saved report cards, each showing the report name, period, buildings, and modules
3. Click the "Launch" button on any card to run the report with its saved configuration
4. The report generates with current data for the configured parameters

Managing saved reports

• Preview: Click a saved report to see a preview of the generated output with charts and data
• Export: From the preview, export as PDF or Excel
• Delete: Click the delete icon on a card, then confirm in the dialog

Why use saved reports?

• Consistency: Run the same report every month without reconfiguring
• Speed: One click instead of a multi-step wizard
• Sharing: Team members can see and run the same saved configurations

Where to find it: Reports → Saved Reports tab.