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About report views

A report view is a collection of report options that you save, name, and reuse so as to run a report in a specified way. Use report views to customize a standard report to meet a specific need, then use security to limit employee access to the custom view.

Note: You can also create a report view for a custom report.

You might want to create a report view for a report if:

  • Different employees will want to produce the report using the same options.
  • You want to create several versions of a report, each produced with different options.
  • You want different employees to see a version of a report with information that pertains only to them.

For example, you may want project managers to see the Billing Report with only their projects on it. You would create a view for the Billing Report and select the Display Projects Limited By Project Manager option.

See also

Setting up custom reports



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