Saving Reports
Reports can be saved to provide faster access to data by removing the need to re-select desired filters. Selecting a saved report automatically sets the filters and runs the report, allowing you to view report data in a single click.
Saved reports can also be shared with other users that have access to Reports.
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Select a report from the Reports page.
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Set the desired filters and click View Report.
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Select Save from the Actions drop-down menu. The Save Report window opens.
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Enter a Report Name and Report Description and click Save Report.
Saved reports appear under the Customized Reports heading in the left-side navigation bar on the Reports page.
Note: The Customized Reports area does not appear on the Reports page unless you have at least one saved report.
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You can update filter settings on saved reports at any time.
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Click on a saved report you wish to update.
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Configure the filters as needed.
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Select Save from the Actions drop-down menu.
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A confirmation dialog opens asking if you want to overwrite the existing report with the new filter settings. Click Proceed to save the report.
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Saved reports can be deleted from the Customized Reports area at any time.
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Click on a saved report you wish to delete.
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Select Delete from the Actions drop-down menu.
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A confirmation dialog opens asking if you want to delete the existing report. Click Proceed to delete the report.