Aristotle Support

Saved Reports

Article ID: 795
Last updated: 07 Mar, 2010

Saved Reports

We have added the ability to save custom reports so that you can generate them at a later time. This means that if you have a complicated custom report or a report that you run on a day-to-day basis that you will now be able to save them and reproduce them at any time.

 

To build a Saved Report, go to the Management menu and select Saved Reports. Click on the Add Saved Report button. At the top, name the report that you will be creating. Build your custom report like you would in the Custom Report Generator. You will notice that there are three major differences from the Custom Report Generator:

 

  1. There are fixed checkboxes along side of each section of the report. The fixed checkbox allows you to lock the selections for that report. For instance, if you only export a particular report as a phone list, you can check the fixed box and the only export method will be phone list.

  2. Also, unlike Custom Report Generator, you can save without choosing all the components. For instance, you can save the query piece but leave the export method blank so that you can choose an export at a later time.

  3. You can choose more than one export method. If you want to export a particular report as a phone list and a detailed list, you can select both methods.

 

When you are finished, click Save Report. Now, you will have the option to load this saved report when you go to the Custom Report Generator.

This article was:   Helpful | Not helpful Report an issue


Article ID: 795
Last updated: 07 Mar, 2010
Revision: 1
Views: 422
Prev     Next
Custom Reports       Replacing Organizations with Primary Contact