The Saved Reports tab allows you to save reports for future use. You can save the settings and filters you used for a report so that you can easily access and reuse it later without having to reestablish them.
Save Reports
To easily save a report, complete the following steps:
- Find the report you need.
- If the report is part of a group, select the plus sign to expand the group.
- Select the report to open it.
- Select formatting options and fill in the search criteria.
- Select the SAVE Report button.
- Enter a SAVED report ID and description.
- Submit your report.
Saved reports are only visible to the Administrator who created them and cannot be shared with others. To save a report, you need to provide a unique ID and description for it.
When you save a report, you are essentially saving the parameters and filters you used when running the report. It's a good idea to use specific criteria like filters, as it will make it easier to find and use the saved report later.
| Action | Steps |
|---|---|
| Access and run a saved report |
|
| Sort saved reports | Select the ascending and descending buttons in the column headings. |
| Filter saved reports list | Enter the filtering text in the text box in the column headings. |
| Remove a saved report |
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The Launch icon is used when the user wants to take certain action on the saved report. The Launch icon takes the user to a screen where the following buttons are available:
- Run Report - This button is used to run the report and get report results.
- Schedule Job - This button is used to schedule the report to run at a later time.
- Save Report - The user can make changes to the report search criteria and use this button to save them.
- Remove - This button is used to delete the report.
- Reset - This button can be used, if the user makes edits to the search criteria but wants to revert the changes.
