CDM+ Essentials

Saving a Custom Listing Report

  1. Saving a Set will not save the formatting options you chose and the search you entered when creating a Custom Listing report. If you anticipate using this report again, use the Load/Save tab in the sidebar. This will save the search criteria, set and formatting, and allow you name the report for future use.

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  2. After clicking Load/Save, you’ll see the option to Save New.

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  3. Enter a name for the report and click, OK.

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  4. The next time you want to view this same exact report, click to highlight the name of the report and click Load.

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