Work with Saved Reports

A saved report is a report that stores filter settings so that you do not have to configure them each time you run the report. You can create a saved report from a new report or copy an existing saved report and modify the filter settings as needed. If you own a saved report, you can rename or delete it.

The information in this topic applies to reports, saved confirmations, and invoices.

Save a report

  1. Open the report that you want to save.

    On the EMS menu bar, select Reports, and then select the report type and report name.

    The report window opens, where you can configure report preferences.

  2. On the toolbar, select Options to configure the date and time used to generate the report.

  3. Specify the report preferences, including parameters, options, and format settings.

  4. If you want to copy or edit a saved report, select the report in Setup.

    The available options change so that you can automate, edit, or copy the saved report.

  5. Select Save or Copy.

    The Save Report Setup dialog opens.

  6. In Description, enter a name for the saved report. The description can contain up to 50 characters.

    If you are an administrative user and want the report to be available to all users, select Public (Available to All Users).

    If you want the report to be available only to you, leave this option cleared.

    If you are not an administrative user, only an EMS administrator can make saved reports available to all users.

  7. Select OK.

    The saved report is added to the available setup options.

Rename or delete a saved report

  1. Open the report that you want to modify.

    On the EMS menu bar, select Reports, and then select the report type and report name.

  2. On the report window, select Setups.

    The Saved Report Setups dialog opens. This dialog lists the saved report setups that you own.

    Administrative users can edit, delete, and manage the availability of all saved reports in the system.

  3. Select the saved report setup that you want to modify.

  4. Do one of the following:

    • To rename the report, select Edit, and then enter a new value in Description.
    • To delete the report, select Delete, and then select Yes to confirm.