Save your report settings
When to use this procedure
Use this procedure if you commonly use the same criteria to generate a report and want to be able to save and select that specific report setup without re-entering it each time.
Example of use
You like to run the Sales Staff Performance Analysis report monthly. You usually create one report, per location, with high-level totals per employee group and one report, per location, with detailed totals sorted by individual employee. This means that each month you access the Sales Staff Performance Analysis window and set up the criteria for at least two reports per store location. By saving your report settings, you can access the Sales Staff Performance Analysis window, right-click, and select your saved criteria for each report without having to select the location, groups, employees, and other reporting options.
Steps to complete
- From the Report Catalog window, select a report and click Run. The setup window associated with the report displays.
- Enter your report criteria.
- Right-click and select Save New Report Preferences. The Enter Report Settings window displays.
- Enter a description for your report.
- Select one or more employees who can run the report using these preferences and click Add (or Add All). This set of report preferences will only be available to these employees.
- Click Save.
Note: You can also follow the above steps to update existing report settings or to delete a set of report settings.
