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Managing Your Saved Report Drafts

How to load, update, and keep track of your saved Search Progress and Search Summary Report drafts.

Written by Amogh Balikai

Once you've saved a report draft, you can come back to it, load it, or replace it the next time you generate a Search Progress Report or Search Summary Report.

Loading a saved draft

When you go to generate a report, choose your saved draft instead of building your field and section selections from scratch.

Updating a saved draft

If you want to change what a draft includes, adjust your field and section selections and save over the existing draft.

Things to know

  • Search Progress Report and Search Summary Report drafts are managed separately.

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