Report Features


 

Save Custom Reports

Overview

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

Instructions

  1. Navigate to Reports
    Reports_Tab.png
  2. Select a report
    chrome_2017-12-19_13-35-22.png
  3. Apply any desired filters
    Rec_Reports_ApplyFilters.png
  4. Select disk icon to save
    Save_Options.png
    • 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 report
    • Current Location: Check if the report is for the current location
  5. Click Save Changes
    Rec_Reports_SaveChanges.png
  6. A pop-up may appear that says Report not editable by user, new report created instead; reply OK
    Rec_Reports_OK.png
    • 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.



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