Save a Report
If you apply a search, filters, and other options to a report to get the data you want and you expect to need that report again in the future, you can save it for future use. When you name and save a report, iAccess saves your search, filters, column selections, column order, row grouping, and sorting. You can then just select the saved report from a list instead of having to reapply the options each time.
A saved report is only available to the person who saves it. Other users cannot select it.
To save a report, complete the following steps:
- In the workspace in which you want to save the report, click to go to the Reporting area.
- Select a standard report or another saved report as the basis for your new saved report.
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If necessary, do any or all of the following:
- Click the currently displayed search name above the upper-left corner of the report and select a different standard or custom search.
- Click and use the Report Settings dialog box to change the columns included in the report, the order of the columns, and how the report rows are grouped.
- Click above the upper-right corner of the report and apply column filters.
- Click a column heading to sort the report based on values in that column.
- When the report displays the correct data in the format that you want, click on the Reporting toolbar.
- If you created your report based on another saved report, a menu displays. Select Save As on the menu.
- In REPORT NAME on the Save Report dialog box, enter a name for the new report, and click Save.