Actions Bar in Resource Management
Use the Actions bar of the Resource Management Reporting form to generate a report or schedule it to be generated at a later time. To save time, you can copy options from a favorite report to use as the basis for a new report, or to update an existing report. You can also specify recipients for a report distributed via email, as a link or as an attachment.
Commonly Used Actions
Click the buttons on the Actions bar to quickly access commonly performed actions.
| Field | Description |
|---|---|
| Save | Select this option to save the report. |
Other Actions
Click this menu to choose other tasks.
| Field | Description |
|---|---|
| Save As | Select this option to save the report and reuse it again in the future. Your search criteria, filters, column selections, column order, row grouping, and sort settings are all saved. Subsequently, you can select the saved report instead of reapplying the options each time. |
| Rename | Select this option to save the current report and associated options under a new name. |
| Delete |
Parent Topic: Reporting Form for Resource Management