Viewing All Saved Reports
  • 18 Jan 2023
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Viewing All Saved Reports

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To view all reports you or other users in your Organization saved, click Reports on the top navigation bar. The Reports screen will be displayed (Figure 1).

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On this screen, a table listing each saved report’s name, description, and creation date will be displayed.

Filtering and Sorting Saved Reports

To filter saved reports by name, enter a search term in the search bar at the top of the screen. Reports displayed on the Reports screen will be filtered as you enter text into the search bar. To remove the filter, highlight and delete the text entered into the search bar.

To sort saved reports in the table by their name, description, or creation date, click the Name, Description, or Date Added column header, respectively.

Managing Saved Reports

Click Report OptionsIcon  Description automatically generatedin the rightmost column of a saved report’s entry in the table to display a menu with the following options: Edit metadata, Save a Copy…, and Delete.

Editing a Saved Report’s Name and Description

Select Edit metadata to edit a saved report’s name and description. The Edit Report Metadata window will be displayed (Figure 2).

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  • Name: Enter a new, unique name for the saved report, if desired.
  • Description: Edit the saved report’s description, if desired.
  • Click the Save button to save your changes.

Saving a Copy of a Saved Report

Select Save a Copy… to save a copy of the saved report. The Save a Copy window will be displayed (Figure 3).

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  • Name: By default, this field will be populated with the saved report’s name and the text “ - COPY” appended to it. If desired, enter a new, unique name for the copy of the saved report.
  • Description: If desired, enter a description of the report or update its existing description if one has been provided.
  • Click the Save button to save the copy of the saved report.

After the copy is saved, it will be displayed in the table on the Reports screen.

Deleting a Saved Report

Select Delete to delete the saved report.

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