Reporting - Save a User-created report

*** Please note, this article refers to Reporting and Analytics with Power BI. View the FAQ for more details. ***

In this article, we'll show how to save a User-created Power BI report. Note that Power BI does not have an ‘auto-save’ function, so we'd recommend that you select 'save' as soon as you start a new report and periodically select 'Save' to ensure you don't lose your work. If you try to close a report that has not been saved, Power BI will prompt you to do so. 

Note that it is also possible to amend the description of a User-created report when saving changes. 

To keep the reports area neat and tidy, we recommend that you:

• Save a report only if necessary
• Agree on a naming convention with your team
• Make use of report descriptions for better clarity
• Review your reports regularly and delete any you no longer need
• Organise reports into folders

Steps to save a User-created report

1. Start a new User-created report or open an existing report
2. Select 'File'
3. Select 'Save as' (or 'Save' if you're saving a report you created already):

Steps to edit a User-created report description

Once you've saved your report, you may want to add or update the report description to provide better clarity on its content and purpose. 

1. Find any report in the reports hub, and select Actions
2. Select Report details:
3. Add or update the Description:
4. Select Save

Discover more about User-created reports

For a hands-on learning experience, explore our Deep dive courses in The Academy, and watch as Gary builds reports from scratch to meet specific briefs. 

If you prefer to start at the beginning, check out Get Started: Reporting and Analytics with Power BI. You'll begin with Power BI’s top five features, then dive deeper into each one with step-by-step guidance.

Need quick answers? Check out our FAQ, Reporting and Analytics with Power BI, packed with 100+ common questions and in-depth resources. You can also join our regular Ask Me Anything: Reporting live events, to ask your question directly to a Power BI expert. Search PWRFAQ in The Academy for real-world use cases, examples, and scenarios with User-created reports.

Don't have your Academy account yet? Contact your Customer Experience Manager or the Support Team to sign up today.