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2.3. Saving Reports

Saved reports can be created to enable users to quickly extract data from RubiCRM.

To save a report, ensure that all of the required output columns and filters are in place and then select ‘SAVE’ from the report actions menu, as shown below.

Saved reports can also be used as part of the Bulk Contact tool.

 

Once selected, a pop-out window will appear to provide users the option to password-protect the report. If the user selects ‘Yes’, all Excel files created for this saved report will be password protected. If the user selects ‘No’, no password protection will be applied to Excel files created for this saved report.

The saved report will now be listed within the Saved Reports grid and can be edited at any time by selecting the ‘Open/Edit’ option as shown below.