Saving Report Search Criteria
If you regularly run reports using the same search criteria—for example, monthly activity report for Damien, John, Kylie, and Susan—you can save and re-use the search criteria selected. To save reporting search criteria:
- Select the Reports button.
- Select a report category from the context area of the screen. For example, Activity Reports.
- Click on the Run button next to the report you want to run. For Example, Activities Logged Report by User. The Display Options and Search Criteria page is displayed.
- Select the search criteria, and click on the Save button. You are prompted to enter a name for the Saved search. Selecting the Available to All Users check box will make the saved search available to all users.
- Enter a short description for the search, for example, Telco Team Monthly, and select the Save button. When you return to the list of reports, the saved search criteria is displayed in a list next to the report.
To run the report using the saved search criteria, click the Run button next to the saved search name. To edit a saved search, select it from the Saved Search column, click on the Run button, make the changes you require and click on the Save button. To delete a saved search, select it from the Saved Search column, click on the Run button and click on the Delete button.
Go to Running Reports home page...
See Also:
Running a Report
Changing the Report Display Options
Adding Favorite Reports