---
title: "Save, share, and export reports"
slug: "save-share-and-export-reports"
updated: 2026-06-30T09:07:44Z
published: 2026-06-30T09:07:44Z
canonical: "help.cintra.co.uk/save-share-and-export-reports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Save, share, and export reports

### Saving and sharing a report

If you make any changes to a report, you can save it for future use:

1. Open a report's customisation screen, then make a change to the report (e.g. add a column or apply a filter)
2. At the top-right, click **Save template**, then **Save as new template**.
3. Enter a name, category, and description (if required).
4. To share the customised report with everyone in your organisation, turn on the **Share template** toggle.

> [!NOTE]
> **Note:** If you are sharing a report within your organisation, you should add its purpose and other key information into its description, to help other users.

Any reports you (or others) have saved will be shown with a pencil icon.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(585).png)

### Editing a previously customised report

From the list of reports:

- To customise the report, click its **View** icon: ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(586).png)
- To edit the report's settings (name, description, category, share status) click its **Edit** icon: ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(587).png)

From the the **Report Customisation** screen, if you customise any saved report (i.e. that has already been customised by you or another user), when you click **Save Template** you can either:

- **Save update**: This will overwrite the saved report with your new changes or
- **Save as new template**: This will save a new report, which must be assigned a new name, category etc (see above).

### Deleting a report

1. From the list of reports, click the report's **Edit** icon: ![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image(587).png)
2. Click **Delete**, then **DELETE** to confirm.

> [!CAUTION]
> **Warning:** Deleted reports CANNOT be recovered.

### Exporting a report to Excel / PDF

To find out how to export reports from the Customisation screen: [▶ **Watch: Save, share and export reports**](https://www.youtube.com/embed/es9zspu1Fx8) *(opens in YouTube)*

[Embedded content](https://www.youtube.com/embed/es9zspu1Fx8)