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Using CDM+ Desktop

Saving a Custom Listing Report

Saving a Set will not save the formatting options you chose and the search you entered when creating a Custom Listing report. If you anticipate using this report again, use the Load/Save tab in the sidebar. This will save the search criteria, set and formatting, and allow you name the report for future use.

  1. From a Custom Listing and Export report window, click Load/Save from the left sidebar.

    Custom Listing and Export window with Load-Save highlighted in the left sidebar.


  2. After clicking Load/Save, you’ll see the option to Save New.

    image-20240816-131112.png


  3. Enter a name for the report and click, OK.

    image-20240816-131209.png


  4. The next time you want to view this same exact report, click to highlight the name of the report and click Load.

    Custom Listing and Export window with the Load button highlighted in the left sidebar.