A saved report definition records a ledger layout and filter choices for one company. It provides a repeatable starting point for dated previews and retained runs. The definition itself is separate from any particular period's accounting result.
Open Saved reports with the company selected and the required financial-detail access. Enter Report name and Description, choose Layout and account-type filters, and explain the Reason for this version. Leaving all account types unselected includes every type according to the form's guidance.
Choose a name that explains the report's purpose and scope. A report called 'Monthly review' is harder to distinguish if several definitions use different account filters. Keep the description specific enough that another permitted reader knows what the layout includes.
After saving the definition, prepare a dated preview and save a reviewed run when you need a retained result. Creating the definition does not post ledger activity or certify the completeness of its source. Current native book setup is required for a new run even when earlier saved reports remain readable.
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