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Please note the Report Builder tool does not include the new and improved audit tool which has a range of advanced Analytics available.
- Once you have built a report, set the criteria you need and added any required columns, you can save the report parameters. This makes running regular reports very quick and easy.
- You can also make this saved report shareable, so that other users are able see and run the same reports without needing to each create a report from scratch.
- To save a report, first ensure that you have set all the required criteria and columns set.
- From the top of the reporting screen select Save Report.
- Give the report a name - it's recommended that the name be as clear as possible so that it is easily identifiable in the future.
- Next, select where you would like to save the report.
- Saving a report to the My Reports folder will make the report private and only visible to yourself.
- Saving a report to the Shared Reports folder will make the report public and available to anyone who has access to the Shared folder.
- Select the folder and click Save.
