Working with saved reports
Save a report
- When you’ve finished configuring any report to show what you need to see, click Save and select Save As…
- You’ll see the Save As window. Here you can edit the report’s Name and Description to something that’s meaningful to you.
Click Save to save your report. You’ll see a confirmation message once the report is saved.
Click Back to go to the Reports page. You’ll see your report appears in the Saved Reports list at the top of the page.
Edit a saved report
To edit the name or description of a saved report:
Click the Actions icon to the right of the report’s listing.
Select Edit Details from the menu that appears.
Change the report’s Name or Description in the Edit Details page, and click Save to save your changes.
You can also use an existing report as the basis for a new report.
Select the report you’re interested in from the Saved Reports list.
Make the alterations you need to the report to create the new report.
Click Save and select Save as…
Give the report a unique name and description, and click Save.
When you go back to the Reports page, you’ll see your new report appears in the list.
Delete a saved report
If you decide you no longer need a saved report, you can delete it from this list.
- Click the Actions icon to the right of the report’s listing.
Select Delete Report.
You’ll see a confirmation message. Click the Delete button.
Your report is removed from the Saved Reports list.