Save as User-Defined Report or Search

User-Defined Reports or Searches must be done in TAM Classic Reports. To access TAM Classic Reports, click Options > Open Classic Reports.

1. To access the Save as User Defined window, do one of the following:
   • Run the report/search, selecting Save as User-Defined as the Output Destination.
   • Run the report/search, selecting Data Preview as the Output Destination. On the Data Preview screen, click Options, Save as User-Defined.
2. Enter the Report Title.
3. From the Report Type dropdown list, select User-Defined Reports or User-Defined Searches.
4. Click the printer icon to select the Default Output Destination.
5. The Security Equivalence defaults from the original report and cannot be changed.
6. Type Notes/Comments for the report in the field provided to further identify the report.
7. Click OK. The report is saved under the assigned title and a confirmation window displays. Click OK again.
8. To review this report, click the User-Defined button on the TAM Reports screen and select the appropriate Report Type. The newly added User-Defined report/search displays in the Report Choices list.