Create and save reports in the Change View section in any module of AppColl where this feature is available. 

1. For this example, we will create a report in the Tasks module. Go to the Tasks module.
2. Click the Add Filters button.

3. Choose from available columns you wish to filter by clicking on the Column dropdown.
4. Depending on your selection the Include Rows Containing column will provide options to choose from. Select any you wish to include. 
5. Click the Add button. 

6. Continue to make selections to further refine your filters.
7. When you are finished, click Execute.

8. The screen will refresh to reflect the added filters upon clicking Execute. To save this filter as a report, click the Save View As Report button. You can then give the report a name and choose whether to overwrite an existing report with the same name, or make the report private.
9. Once you save the report, you will then be able to choose from the report options in the Select Report dropdown. This makes it easier to jump to this view anytime you are in the module.
10. To refine the filter, click the Edit Filters button.
11. To clear the saved view, click the Trashcan icon. 

The following video shows in more detail how to create and save a basic report. The example in the video below is a matter focused report on all pending non-provisional applications for a specific client.