Saving a report

If you often run a report with the same advanced filters, you can save the report to preserve your filter choices and save time. Saved reports can be viewed by all staff members with access to reports. If you don’t need to preserve advanced filters, but want to save a report so you can access it quickly, set a report as a favorite.

Caution If you want to save multiple versions of one report, you must give each version a unique name and refresh the report after each save. If you do not refresh the report, the system will automatically overwrite your previous saved report with the newly saved report and only one version will be preserved.

In this article:

To save a report:

  1. Click the App Drawer button .
  2. In the App Drawer, click Reports.
  3. On the Reports menu, click the appropriate report category.
  4. In the list of reports, click the report that you want to view.
  5. Click the Advanced Filter button  and apply any advanced filters that are required.
  6. Click the More button The more button displayed at the top of reports. The button is a square with three vertical blue dots and a blue border. to open the menu.
  7. Click Save.
  8. In the Report name field, enter a name for the saved report.
  9. In the Report description field, enter a description for the saved report.
  10. In the Category dropdown list, select the category under which the report should be saved.
  11. Click Save.

To view and filter saved reports:

  1. Click the App Drawer button .
  2. In the App Drawer, click Reports.
  3. On the Reports menu, click Saved Reports.
  4. If you have reports saved from more than one category, you can click the category names to filter the list by category. Category names displayed in blue will be included in the list, and names displayed in grey will not be included. When all categories are being included, All will be displayed in green.
  5. In the list of saved reports, click the saved report you want to view.
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