How do I create a Saved Report?

How do I create a Saved Report?

This video will demonstrate how to create a Saved Report


Saved Reports

Reports you commonly refer to can be added to your Saved Reports for ease of access. Simply run the report you need, customize it as you want and click “Save Report Template” in the lower right corner.  Once it is saved, you can Execute, Rename or Remove the saved reports. For saving reports, the date range of that report *must* be generic, e.g. Last 7 Days, Last Month, Yesterday, etc. If you choose specific date ranges, i.e. 11/01/15 to 11/30/15, you will constantly be running that date range.

Once you have Saved Reports set up, you will be able to set up “Send Saved Reports”. This program will email you the reports you’ve saved to yourself or others on a schedule. Please contact your Implementation Guide for more information on how to set this up.

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