---
title: "Saving a Report"
slug: "saving-a-report"
updated: 2023-02-07T15:15:19Z
published: 2023-02-07T15:15:19Z
canonical: "support.smarteru.com/saving-a-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.smarteru.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Saving a Report

To save an Enrollment Report or Learning Plan Report as a new report:

1. Create a [custom Enrollment Report](/v1/docs/adding-a-custom-enrollment-report) or [custom Learning Plan Report](/v1/docs/adding-a-custom-learning-plan-report).
2. Click **Save**.
3. Select **New Report**.

![](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/editing-an-enrollment-report-image-ajfegimi.png)

1. Specify the [report's settings](/v1/docs/saving-a-report#report-settings).
2. Click **Save**.

## Report Settings

### Name

The report's name.

For reports that have a Visibility Level of *Group* or *Account*, the name must be unique within the Visibility Level. For example, you cannot have a [group-level Learning Plan Report](https://support.smarteru.com/docs/custom-learning-plan-report-report-profile#visibility-level) named "My Report" and a [group-level Enrollment Report](https://support.smarteru.com/docs/custom-enrollment-report-report-profile#visibility-level) named "My Report".

### Status

Select the report's status:

- Active - The report may be accessed and run from the Reports Dashboard.
- Inactive - The report is not accessible from the Reports Dashboard by default.

### Type

Select who will have access to the report:

- Private - The report may only be accessed and run by you, the report creator.
- Group - The report may be accessed by users who have access to the Reports Dashboard and who belong to a group to which the report has been made available. Administrators and owners may edit the report.

- If a user who does not have access to the group(s) runs the report, the results will be restricted and a message displays indicating that the user does not have permission to view some/all of the results.
- Selecting the *Group* visibility level requires you to also select the groups to which the report will be available from the list.
- The names of reports in a group must be unique within the group.

- Account - The report may be accessed by users in the account with access to the Reports Dashboard. If the report is defined with specific group filters and a user without access to some or all of the groups runs the report, the results will be restricted and a message displays indicating that the user does not have permission to view some/all of the results.

The names of reports in an account must be unique within the account.

### **Description**

A description for the report.

## Related

- [Editing a Saved Enrollment Report](/editing-a-saved-enrollment-report.md)
- [Editing a Saved Learning Plan Report](/editing-a-saved-learning-plan-report.md)
- [Editing the Default Enrollment Report](/editing-default-enrollment-report.md)
- [Editing the Default Learning Plan Report](/editing-the-default-learning-plan-report.md)
- [Overwriting a Report](/overwriting-a-report.md)