Unable to Save a Custom Report from a Standard Report
under review
Subhanan Sahoo
Elizabeth Scott Manhart Are you still facing this issue?
If so, I’d really appreciate the opportunity to join a quick call where you can show us exactly what you’re experiencing. You can choose any time that’s convenient for you by booking a slot on my calendar.
https://calendly.com/subhanan_sahoo/new-modern-report-addressing-feedback
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Scott Manhart
I had the same problem on 1/9/2026 trying to save a custom report and share it with my client. The changes and sharing were not saving in Modern View. I found the hidden button to switch to classic review, switched to classic view and then I was able to save and share the report.
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Elizabeth
Scott Manhart Where is the hidden button?
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Scott Manhart
Elizabeth Run the report, the same button that includes export to Excel, now includes switch to Classic View.
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Elizabeth
Scott Manhart Thank you. Interesting... Mine doesn't seem to. I tried multiple reports and none have that option. Hmmmm.
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Scott Manhart
Elizabeth I should have mentioned that some do and some don't.
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Elizabeth
Scott Manhart Ah ok. Thank you!
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Natalie
Yes, this is very frustrating. We have tried everything to get these to work.
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