---
title: How to Save a Standard Report as a Custom Report
description: If you've customized a standard, pre-built report and want to run it again with the same filters in the future, you can save it as a custom report.
---

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# How to Save a Standard Report as a Custom Report

## If you've invested time in customizing a standard, pre-built report and want to generate it again with the same filters in the future, you can save it as a custom report.

#### **Step 1: Open Reports**

[Log in to your Pabau account](https://app.pabau.com). In the left sidebar, hover over **Analytics** and click **Reports**. The reports catalogue opens, with every report you have access to.

![The Analytics menu in the left sidebar with Reports marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250964893907-01-nav-reports.png?v=2)

*Analytics → Reports opens the reports catalogue*

#### **Step 2: Open the Standard Report**

Click a category tab, or type the report’s name in **Search for a report**, then click the [pre-built (standard) report](https://support.pabau.com/en/pabau2/reports-1?hsLang=en) you want to start from.

**NOTE:** Standard reports can’t be changed for everyone, but you can make your own copy and adjust it as much as you like.

#### **Step 3: Clone the Report**

1. Click the three dots (**More options**) at the top right.
2. Click **Clone**.

![The More options menu on a standard report with Clone marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250964893907-08-more-clone.png)

*Clone makes your own copy of a standard report*

Pabau saves a private copy, named after the report with "Copy" on the end, and opens it in **Edit Report**.

#### **Step 4: Name, Adjust and Save Your Report**

1. Click the report name to rename it, and edit the description under it if you like.
2. Choose a folder to keep it in, or leave it on **No folder**.
3. Click **Manage Access** to decide who else can open it. Until you change this, the copy is private to you.
4. Adjust the filters, columns and chart as you need, then click **Save Report**.

![The Edit Report header with the report name, folder, Manage Access and Save Report marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250964893907-09-builder-header.png)

*Rename the copy and save it*

**TIP:** If you want any of your filters to stay fixed, click the **padlock icon** next to that filter condition before you save. Locked filters can’t be adjusted by people viewing the report (except the date value on date-based filters, which stays adjustable).

#### **Step 5: Access the Saved Report**

Your copy is saved as soon as you click **Clone**, and **Save Report** keeps your changes to it. The original standard report remains unchanged in the catalogue.

Your saved custom reports are also conveniently stored under "**My reports**" in the reports sidebar. Locate the specific report you wish to access and click on its name to open it, allowing you to view and analyze the data it contains.

![My reports selected in the reports sidebar, with a saved custom report marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250970114260-21-my-reports-list.png)

*My reports lists the custom reports you have saved*

Saving your custom reports in "My reports" makes it quick and easy to find them later. This way, you can easily access and use your customized data whenever you need it. It’s a simple way to keep track of important insights and make better decisions for your business. To make further changes later, see [How to Edit a Custom Report](https://support.pabau.com/en/pabau2/how-to-edit-a-custom-report?hsLang=en).

#### **Why Is There No Customize Option or Chart on a Standard Report?**

**Customize** only appears in the three-dot menu of custom reports you can edit. Standard reports show **Clone** instead. To add a chart:

1. Open the standard report, click the three dots (**More options**) and click **Clone**.
2. Your copy opens in the report builder. Click the **Visualise** tab under the report name (**Data** shows the table).
3. Check the **Chart preview** and adjust the **Appearance** options, such as **Legend position** and **Colour palette**.
4. Click **Save Report**.

**NOTE:** Both tabs use the same filtered data; the tab only changes how it is shown. Your cloned report keeps **Customize** in its three-dot menu, so you can come back to the chart later.

**NOTE:** You can also learn about [this topic](https://academy.pabau.com/courses/analytics-101/lessons/general-5/topics/overview-of-reports/) by watching a lesson on [Pabau Academy](https://academy.pabau.com/courses/).

In addition, we suggest reading our [Reports](https://support.pabau.com/en/pabau2/reports?hsLang=en) article for a more in-depth exploration of this topic.

---

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- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

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