Save the FirmFlow reports
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.
- Run the report that you wish to save.
- After the results are displayed, customize the report results.
- Select theOptionsbutton and chooseSave Published ReportorSave Personal Report.
- Enter a name for the report.
- SelectSave.