---
title: How to save reports in OFS Analytics?
description: Saving a regular report in OFS saves you from recreating the same report over and over. This article takes you through saving a report via a unique URL.
---

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# How to save reports in OFS Analytics?

## Saving a report lets you come back to the same view without rebuilding it from scratch, and gives you a few ways to share or export it.

#### **Step 1 — Build your report**

#### Add the columns you need and adjust the grouping buttons until the report shows what you want.

![](https://support.ofsystems.com/hs-fs/hubfs/image-png-Mar-15-2024-03-22-48-1950-AM.png?width=670&height=182&name=image-png-Mar-15-2024-03-22-48-1950-AM.png)

#### **Step 2 — Open the Share menu**

Click **Share** in the top right-hand corner of the screen.

![](https://lh5.googleusercontent.com/zEsdR03dBWMGNv7J8kcF9y1ymNgdJh9bfqfKYNK__vl2guJ0M1YEMUvygU9ntANcsMWQdMgnAjD8pCv3WqGEa0xaL6lX7mx7f3qPkQ1FUJdexmlVHjPFxk9S2x-cScESuhk4qohI-XvPE2NPxPmERb5O4A28znGOzTU0gwt0CIa9rQc8DxOZR8l1eXdpZg)

#### **Step 3 — Choose how you want to save it**

**Share** offers four options:

- **Create a link to this page** — generates a direct URL to this exact report
- **Export to CSV (Excel)** — downloads the report as an Excel file
- **View PDF (Print View)** — opens a print-friendly version of the report in your browser
- **Export to PDF** — downloads the report as a PDF file

![Screenshot 2026-09-15 at 5.43.05 pm](https://support.ofsystems.com/hs-fs/hubfs/Screenshot%202026-09-15%20at%205.43.05%20pm.png?width=502&height=224&name=Screenshot%202026-09-15%20at%205.43.05%20pm.png)

 

**Create a link to this page** opens a dialog with the direct URL. Click **Open in New Window**, then bookmark the report in your browser for quicker access next time.

![](https://lh5.googleusercontent.com/-2xr3nSRO7l-P2bZFIW1qiUJq9nWeyHIMNCxfmC9YNAd8BSBS3yt2HpBXZx-GiTs0_k-cStXKh7iWilXbSKYWmdMQ3RcoM3pYI4Y44dKxreigNsDIOxjlgr5iK2Lto51yyh0DVdHv4zgUVJP_3ia7SEJ7dXK9UdPxlkuQ-RD6wHh-MB0FuuNoiAoUk8uZg)

A shared link carries your current date range and line selection. If either was set to a relative option (like "last 7 days") rather than a fixed date, the report will re-evaluate against today's date each time the link is opened, not the date it was created.

Watch a video on this article: [Sharing and Exporting Data](https://support.ofsystems.com/sharing-and-exporting-data?hsLang=en&)

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