Saved Reports

Accessing Saved Reports

Saved reports may be accessed from two areas within Reports and Documents - the Saved Reports portlet and on the My Saved Reports page.

The Saved Reports portlet allows a user to run a saved report by clicking the Run text next to the report name, or they can modify the criteria on the report definition screen by clicking on the report name.
On the My Saved Reports page a user can perform more functions on their saved reports. In addition to running, editing and deleting a report, a user may also rename the report, copy it, move it to a new location/folder or share it with other users.

Accessing My Saved Reports

Accessing My Saved Reports from the Reporting home page gives you a direct means of managing your folders and reports.

Click on the Reports and Documents Tab.
Click on My Saved Reports.

How to Save a Report

Note: Saving a Report can be done in two places, the Detailed Reporting portlet and the Report Definition Screen.

Saving a Report from the Detailed Reporting Portlet

Access the Detailed Reporting portlet from within the Reports and Documents tab.
Select an Account or Consolidation
Select a Report
Specify the Schema if applicable
Select date criteria
Choose a delivery method
Choose the report format
To Save the report, check the 'Save Report Template' box
A pop up will appear. Enter the name of your report, select a folder if applicable, and click Save/Run both save and run the report, or click Save Only to save the report without running it.

Saving a Report from the Report Definition Screen

Choose the appropriate data filters
Add or remove columns as needed
Update groupings as needed
Update sort as needed
Select the destination/Format
Choose the Report frequency
At the top of the page, select Save or Save As. A pop up will appear to save the report. The user can select the folder and name the report, then click Save.

How to run a Saved Report

From your Saved Reports portlet, click the Run link next to any of the saved reports. Should you wish to customize a report, follow the prompts to customize the report selected to meet your specific needs, or enter the reporting date(s).

Additional Features

To edit an existing saved report, click on the Report Name in Saved Reports.
The Expand and Collapse All features allow users to view or hide all saved reports.
The New Report link allows users to create a new report in a screen similar to the Detailed Reporting portlet.
The New Folder/Subfolder link allows users to create a new folder within the My Saved Reports portlet.
The Check Items to: drop-down menu allows users to select a saved report and Copy To, Delete, Move To, Rename, Share, Run, or Edit that report.
Selecting the Share option from the drop-down menu will allow you to choose an ID to share the report with.