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.

In this article:

To save a report:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
4. On the Reports menu, click the appropriate report category.
5. Click Filter and apply any advanced filters that are required.
6. Click the Action button and select Save.
7. Under REPORT NAME, enter a name for the saved report.
8. Under REPORT DESCRIPTION, enter a description for the saved report.
9. Under CATEGORY, select the category under which the report should be saved.
10. Click SAVE.

To view and modify saved reports:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
4. On the Reports menu, click Saved Reports.
5. On the Saved Reports page, do one of the following:
   • Click the saved report to view it.
     • If you have reports saved from more than one category, at the top of the page click the category name to filter the list by category.
       • Select All to include all categories in the list.
       • Select one or more categories to display only those categories in the list. Selected category buttons are blue. Unselected category buttons are grey.
   • Click the Edit button next to the report you want to modify.
     1. Under REPORT NAME, enter the name for the saved report.
     2. Under REPORT DESCRIPTION, enter the description for the saved report.
     3. Under CATEGORY, select the category under which the report should be saved.
     4. Click SAVE.

To delete a saved report:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
4. On the Reports menu, click Saved Reports.
5. Click the Remove button next to the report you want to delete.
6. In the confirmation popup, click OK.