Open a Saved Report


Use this feature to open a saved report from the Reporting section. You can open a Predefined Report or a custom report created with the Report Builder. You can also use save as to save an updated version without overwriting the original. 

Steps to open a saved report

  1. Go to Reporting in the top menu bar.
  2. Click the My Saved Reports menu option. A new page displays.
  3. Go to the Report Name column and click a name. The report opens in a new window.

Steps to use the Save as feature

If you change a saved report in some way (e.g. add a field), save the changes to the current file or use the Save as feature and create a new report with a different name. 

  1. Open a saved report.
  2. Modify the fields or filters as needed.
  3. Click the Save button.
  4. Click the Save As button in the pop-up. 
  5. Enter a new name in the field.
  6. Click the Confirm button.


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