Managing saved reports¶
Reports that have been previously created and saved can be re-run from the Reports > Saved Reports subtab. This page also functions as the management view for saved reports.
Saved report list¶
To re-run a saved report, click on the report name in the main view of the Saved Reports subtab. Filters, including report folders, can be applied to the list, and it can be displayed in a tabular list or as individual tiles.
Both viewing modes indicate whether the following functions have been enabled or configured for each saved report:
Added to dashboard(s) as a gadget (count)
In addition, the list mode table also indicates the report type, the last-run timestamp, and the creator of each report.
Deleting saved reports
To delete one or more saved reports, select the report(s) using the checkboxes and select Delete in the bulk actions tray.
Report folders¶
After a report has been saved, it can be assigned to one or more user-created folders.
Report folders can be used to organize/filter reports in the Saved Reports view. They can also be used to simplify report access management through user group permissions.
Creating report folders
New folders can be created from the Saved Reports view as follows:
Click the report folders button.
In the Report Folders tray, click the add (+) button.
Enter a name for the new report folder in the secondary tray.
Click the Save button.
Once created, the report folder will be added to the list in the Report Folders tray.
Note
Existing report folders cannot be renamed. However, a new folder with the desired name can be created and populated with the same saved reports.
Adding saved reports to folders
There are three ways to assign saved reports to folders:
When entering a name to save a report, use the dropdown to select a folder to assign it to (Unfoldered saves the report without adding it to any folders).
In the Report Folders tray, click the edit (pencil) icon to make changes to the membership list of the selected folder.
From the main Saved Reports view, select one or more saved reports using the checkboxes, and then use the Move to folder option in the Bulk Actions menu/tray.
Folder management
By default, the main Saved Reports view lists all saved reports accessible by the current user. To view only reports assigned to a specific folder instead, open the Report Folders tray and select the folder using the link icon.
The following functions can also be accessed via the folder list:
Edit folder membership (edit/pencil icon)
Delete folder (delete/bin icon)
Exporting reports¶
After a report is run, the results can be exported in PDF or CSV format from the Export (share button) tray in the output view.
Hint
PDF and or CSV copies of a report can also be attached to email reports.