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Save Custom Reports

  • Updated:

This article will show you how to save a custom Report.

 

 

Instructions

  1. Navigate to Reports
    reports
  2. Select a report from the Custom Reports tab
    custom reports
  3. Apply any desired filters
    filters
    • From/To: Apply a date range
    • Filters: Add filters
    • Fields: View/remove fields
    • Refresh: Select to apply new filters
  4. Select the Save Report icon
    save report
    • Last Updated: Date of last modification to report, non-editable
    • Report Title: Modify report title
    • Who Can See It?: Choose from viewable only by you (Me Only (or viewable for whole staff All Staff))
    • Description: Brief description of the report
    • Current Location: Check if the report is for the current location
  5. Click Save Changes
    save changes
  6. A pop-up may appear that says Report not editable by user, new report created instead. Click OK
    ok
    • Note: This pop-up just means that a copy of this report will be created for your custom report, with the original still existing with its default settings.

Comments

Let us know what was helpful or not helpful about the article.

2 comments

Date Votes
  • Cheryl Kormann

    It should also show you how to delete this report if it is no longer needed or used.

     

    1
  • Rob Peterson

    What if I run this on a regular basis and don't want the date range saved?

    0

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