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.
Video Overview – Managing Saved 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”
Delete Saved Report
- Go to: Reports, then click on “My Saved Reports”
- Mouse over the Options icon beside the Report you want to delete
- Click on “Delete”
- Click on the [Delete] button to confirm