Share Email Facebook Twitter LinkedIn Visual Workflow: Essential Reports WorkflowsLearn the basic steps a project member can take when working with the Reports tool. Essential Reports WorkflowsCreate a reportCreate a reportSelect a templateMake changes to report configurationRun a reportRun a report only onceRun a report and save its configuration as a templateWork with report templatesView templatesSelect a templateSave as a new templateRun a report, Schedule a report, Copy a template, Delete a templateSort, filter, view, download, share, and void reports Edit a templateSave a templateRun a report, Schedule a report, Copy a template, Delete a template Related topics: Create and Schedule Reports Report Types Working with Report Templates Working with Reports in Reports Log