Difference between revisions of "Saved Reports"
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[[image:SavedReportsButton.png]] | [[image:SavedReportsButton.png]] | ||
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| + | Whenever you adjust settings for a report, you can save it so you have it available for next time with the same settings. | ||
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| + | 1. Go to the reports tab and choose the report you would like to save | ||
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| + | 2. Go over all tabs in report popup and select all the settings that you want. | ||
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| + | 3. On the Date Range tab, make sure to select a Preset Date and not an actual date. | ||
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| + | 4. On the Save teb, enter a descriptive name for this saved report and click the Save button. | ||
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| + | Your report is now saved. To test it, you can go to Saved Reports and run the report. Please note that clicking a saved report opens the actual saved report and not a copy. Any changes that you make when opening a saved report will be saved when you click the Run button. | ||
== See Also == | == See Also == | ||
* [[Reports]] | * [[Reports]] | ||
Revision as of 16:31, 15 December 2016
Whenever you adjust settings for a report, you can save it so you have it available for next time with the same settings.
1. Go to the reports tab and choose the report you would like to save
2. Go over all tabs in report popup and select all the settings that you want.
3. On the Date Range tab, make sure to select a Preset Date and not an actual date.
4. On the Save teb, enter a descriptive name for this saved report and click the Save button.
Your report is now saved. To test it, you can go to Saved Reports and run the report. Please note that clicking a saved report opens the actual saved report and not a copy. Any changes that you make when opening a saved report will be saved when you click the Run button.
