Hot Tips – Saved Reports
Have you ever created a complex custom report only to have to do it again the next day? Or have you wished that you could create a report for junior staff members to run for you? Did you know that you can create a saved custom report?
Saved reports are a way of saving custom reports to use at a later date. Many clients create a saved report that they can pull up and add to as needed or create saved reports that they run on a regular basis.
Creating a saved custom report is easy:
To use an existing report:
Do you see the difference? The first picture doesn’t have an export option. If we ran this report, we would not be able to see any results. The second picture has two export methods selected. If we ran the second report we would get a mail merge and envelopes!