Saved Reports enable you to view, load or delete custom-built reports that have been previously created by you or other users of your system. Saved reports can be displayed as widgets on your dashboard if the chart options for the report have been configured.
Reports
- Quickly execute previously built reports
- Share reports that have been used with other users in your system
- Allow reports to be displayed on your dashboard
Run a saved report
- Search for the report you wish to run from the list of saved reports
- Click the Run icon
- Alter any filters or display fields of the report as required
- Click Submit
Update a saved report
A Saved Report is able to be updated by the owner of the report or by administrative users with the Report Master permission.
- Search for the report you wish to run from the list of saved reports
- Click the Update icon
- Alter the name or description of the report or who has access to it
- Click Submit
Tip: Users with the Reports Master permission are able to change ownership of a saved report.
Create a new copy of a saved report
If you run a saved report and aren't the owner you can save the report as a new copy.
- Run a Saved Report
- Alter any filters or display fields of the report as required
- Select Submit
- Select Save
- Change the name of the report
- Click Submit
Tip: If you are the report owner or have the Reports Master Permission you have the option to save over the existing report or create a copy of the report.
Note: We recommend changing the name of the saved report before saving as a copy to avoid duplicate report names.
Delete a saved report
- Search for the report you wish to delete from the list of saved reports
- Click the Delete icon