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# Customizing and Saving a Report

You can customize your report by selecting formatting and filtering options. After customizing your report, you can save it for future use.

1. In the left pane, select Reports and Performance.

2. Use the current view or select a saved view from the list.

   Note: To access a saved report, select the report in the list .
3. Select to display the table format or to display the graph format.

4. Apply filters to the report.
   - Select options in the Split by and Show lists.

   - Select options for the filter types in the left pane. (State, SLA, Assignee, Role, Due, Actual, Competed, Phase, Planned, Process Type, Product Type, Started, and Stopped.) Select Filtering a Performance Report for Help information.

5. After making changes to the report, select Save as New. Enter a name for the report and select Confirm.

   Note: After making changes to the report, the name of the report displays in italics with an asterisk behind it.
   Note: To update a report, select a report. Make your changes and select Update from the list. The Update option displays in the list after you make changes to a report.