Hot Tips - Saved Reports

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:

1. Go to Reports--> Custom Reports.

2. Create your query in the Query Builder.

3. Click the Add to Query button.

4. Click the Save Query. 

5. A new box will pop-up. Type in the name you would like to give the query.

6. Click Save. Once you have received the success message, click Close.

7. Now your query has been saved. You can run the report or come back later to use your report.

To use an existing report:

1. Click on the dropdown box Load Saved Report.

2. Select the report you wish to run.

3. Make sure you have an Export Option selected. If there is nothing in the Selected Export Methods, choose you export and click Add Export Format. You can add as many export methods as you need.

4. Click Submit Query.

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!