About this feature: If you find yourself running the same reports on a weekly or monthly basis, it may become useful to save these customized raw data reports so you will have easier access to the report results.

Raw data reports at the organization and enterprise level can be saved by an administrator for use when they are logged into their administrative profile.

When a report is saved, the column selections and report format options are retained for future downloads

Tip: You are only able to save Raw Data reports, not standard reports.

Save your Reports

Once you have made your column selections and report options (and entered search criteria, if applicable to the report), you can save the raw data report.

Click the [Save This Report] button
Enter a name for the saved raw data report
Optional: Enter a description for the report
Click the [Save] button

Note: When saving Raw Data Reports, it is important to note, that saving the report will save the report settings and column selection(s). It does not save the search settings or results of the search performed. If needed, you can save the search settings separately. When you use a saved Raw Data Report, it will generate the report with the saved column selections and settings, and the applicable search parameters used at that time.

Manage your saved Reports

Tip: You'll need to have saved at least one report to see this option.

Go to Reports
Select the desired Raw Data Report from the sidebar menu
Click the [Manage Saved Reports] button at the top.
Mouse over the Options icon to:
- Edit: edit the name or description
  - Make desired changes
  - Click [Save]
- Load: load the selected saved report
- Download Now: download the results of the saved report
- Delete: delete the saved report
  - Click [Delete] to confirm

Using your Saved Reports

New Feature: Saved raw data reports can now been run in conjunction with a saved search. (This excludes the Schedule Summary Raw Data report and the Client and Associated Activities Raw Data report)

Saved searches that have been saved initially within one raw data report can now be used with other types of raw data reports.

Run Report from My Saved Reports

Go to: Reports, then click on “My Saved Reports”
Mouse over the Options icon beside the Report you want to run
Click on “View Report” to see the data on screen, or click “Download Now” to save the report on your device

Note: Raw Data Reports can be downloaded or viewed in conjunction with a saved search from the My Saved Reports page to report on specific profiles.

Run Report from Report Page

Go to: Reports, then click on “My Saved Reports”
Mouse over the Options icon beside the Report you want to run
Click on “Go to Report Page”
Depending on the type of report, proceed with setting the search parameters and/or report settings as needed, before viewing or exporting the report

Run a Raw Data Report with a Saved Search

Go to: Reports, then click on “My Saved Reports”
Mouse over the Options icon beside the Report you want to run
Click on “View Report with Saved Search” to see the data on screen, or click “Download Report with Saved Search” to save the report on your device
Select the Saved Search you would like to use and then “View Report with Saved Search” or “Download Report with Saved Search”