Save a useful combination of filters and columns so you can return to it without setting everything up again.
Steps
Open the report you want to use as a starting point.
Set the date choices, filters and visible columns you need.
Use the report's Save Report or Save As control and give the saved view a clear name.
If sharing options are offered, choose who should be able to use the view.
Open the saved view and check its settings.
Saving a view does not change records
A saved report stores a way of viewing your data; it does not edit the events, invoices or payments underneath it. You do not need to reset or delete the original report just to keep a useful custom view.
