---
title: "Save Reports"
slug: "save-reports"
description: "Learn how to save new reports or changes to existing reports in the Xyicon Reports Module. This guide explains how to save and run reports immediately or save them to run later."
updated: 2023-10-20T09:30:34Z
published: 2023-10-20T09:30:34Z
canonical: "support.xyicon.com/save-reports"
---

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

# Save Reports

Xyicon Administrators

Use this article to learn the ways to save a new report or save changes to an existing report.

To learn how to create a new report, read [Creating a Report](https://support.xyicon.com/docs/creating-a-report) and [Cloning a Report](https://support.xyicon.com/docs/cloning-a-report) for details on how to duplicate a report. To learn how to edit an existing report that belongs to the user created report category, read [Updating a Report](https://support.xyicon.com/docs/updating-a-report).

Once you click the **Create**, **Duplicate**, or **Edit** buttons In the Reports Module, a window opens on the right that allows you to save your report. After you have followed the steps mentioned in the relevant article you could use one of the below options to save the report.

---

## Option 1 - Save and Run the Report Immediately

1. In the window that appears, follow the steps mentioned in the relevant article to create a new or edit an existing report.
2. Click the **Save & Run** button highlighted below, to save and run the report immediately. ![](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/Screenshot%202023-10-19%20154304.png)
3. The Report Preview window will open once the report saved and ready to be downloaded.
  - To download the report, press **Download as Excel** and the report will be downloaded. If you require the report to be downloaded in CSV format, click the **D****ownward as Excel** **Options** dropdown next to **Save & Run** and select **Download as CSV.**
4. In the **Report Preview,** you can save the report with a different report name by clicking the **Save** **Options** dropdown button next to **Save** (as shown below). ![](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/Download.png)
5. Click on **Save As** and a dialog box will open, enter the new name you want the report to be saved as and click **Save.**

---

## Option 2 - Save and Run Reports Later

1. In the window that appears, follow the steps mentioned in the relevant article to create a new or edit an existing report.
2. Click the **Save & Run Options** button next to **Save & Run** (as highlighted in the image below). The Save button will appear.
3. Click **Save** to save the report and you will be able to run the **Report** from the **Reports module** later.![](https://cdn.document360.io/d689d9b5-af1b-4ba8-a27d-d8cad72c9618/Images/Documentation/image-1697734153569.png)