Report Builder Step 4

Preview & Finalize

1. Click "Generate Preview" to finalize report settings and review output.

   
   
   

2. A sample of the data returns based on the current configuration. Navigate to previous steps if you need to make adjustments. 
   
   
3. Click Queue Report to send the full report output to your email.
   
   
4. Click Save to add the report to the Reports list.
   
   
5. Click Exit Builder to cancel the report creation and exit the builder. Be cautious, as you will lose any unsaved data if you exit before you save.