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The Saved Reports section is a list of any reports that have been built in the past and were saved. This allows the user to save time when needing information on a daily, weekly or monthly basis. A report can be built once and then modified to reflect the information needed at any given time.
How to Build and Save a report:
- Start with the Report Builder
- Select Headers from the green Fields to Display section
- Filter the report for specific criteria by clicking on the white boxes
- Designate what your are specifying in the Equal operator drop-down menu and type in the criteria
- Save the report by clicking on the Save Report icon (Under Fields to Display, Top-left of results)
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Return to the report by clicking the Saved Reports button