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Financial reports and planning

Save a reviewed report run

Retain the inspected result with its definition and source evidence.

Updated 2026-11-11

Save reviewed run retains a dated result after you inspect its preview. The saved run records which definition version and source evidence produced it. This is useful when a review needs a stable record rather than a live statement that changes after refresh.

Check the preview's period, account rows, debit and credit totals and included source lines. Confirm that the chosen definition answers the intended question. Resolve unexpected omissions or scope differences before marking the result as reviewed.

Use Save reviewed run while the preview is current. If the page says it needs refreshing, reload the evidence and review the new result. A change in book settings or selected dates invalidates the earlier preview for saving purposes.

After saving, find the run in Saved runs and open it to verify the retained period and version. Saving a report does not correct the ledger or approve every underlying business transaction. Any accounting error discovered during review still requires the appropriate source correction or supported journal workflow.

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