When creating a report, you have the option to save the report. You would do
this if you want to generate the report on a regular basis without having to go
through the Report Wizard to select your report characteristics each time.
Saving a report allows you to save all of the report characteristics such as who
you are reporting on, the reporting options and the display by category.
Once saved, you can either generate the report, modify it or delete it.
Note: Once the report is saved, you can also schedule it to be generated and
sent to you on a regular basis.
Save a Report
Reports are saved from the Reports Characteristics screen. (See the resource page for
the specific report for directions on how to access this screen).
Note: You access this screen when you are creating/generating a report.
Name the report (after selecting the report characteristics, such as the
display by and report options.)
Locate and Generate Your Saved Report
Navigate to the Reports tab.
Expand the My Reports section by clicking the + symbol.
Click the + symbol beside either Instruction or Assessment (depending
on the type of report) to locate your report.
Note: The symbol indicates the report has been scheduled.
Click the Generate button.
Note: You can edit the report characteristics, if desired. Just click Edit beside the name of a report (See steps below).
Modify Report Characteristics of a Saved Report
You can change the report characteristics of a previously saved report.
Click the Edit button.
Enter your changes on the report characteristics screen. You can change:
- Report name
- Report options
- Dates covered by the report
- Display By“ category
Delete a Saved Report
You can delete a previously saved report.
|1||Out beside the name of a report on the Reports tab, click the Delete button.