3 min guideUpdated August 2026App review required

Save publish and export a report

Version a checked report definition, publish it to the permission-filtered library, and export a fixed PDF when needed.

Best forOwner / Admin
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open the checked report in the builder and confirm the currently loaded Report preview.
  2. Enter a specific Report name, then select Save report; after later edits use Save new version.
  3. In Report library, select the star icon to add the report to your own starred reports.
  4. As an Owner or Admin, edit the saved report and select Publish. There is no audience selector; users only see reports whose underlying data sources they are permitted to read.
  5. Select Export PDF in the builder to download a fixed copy of the currently loaded preview with its generated date.

Good practice

Saving or publishing versions the report definition, not the data. Opening the saved report later reads live approved records; the exported PDF is the dated fixed copy.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.