Save a Report in Resource Management Reporting

If you apply a search, filters, and other options to a report and you expect to need that report again in the future, you can name and save the report. Your search criteria, filters, column selections, column order, row grouping, and sort settings are all saved. Subsequently, you can select the saved report instead of reapplying the options each time.

A saved report is only available for the person who saves it.

To save a report:

1. In the Navigation pane, select Resource Management > Reporting to open the Reporting form.
2. Select a standard report type or another saved report as the basis for your new saved report.
3. If necessary, do any or all of the following:
   • Click on the search drop-down filter and select a different standard or custom search.
   • Click and use the Report Settings dialog box to change the columns included in the report, the order of the columns, and how the report rows are grouped.
   • Click above the upper-right corner of the report and apply column filters.
   • Click a column heading to sort the report based on values in that column.
4. Click in the Reporting toolbar and then choose one of the following options:
   • Save: if you have updated a saved report and wish to keep all the column and filter selections, yet save it as the original report name.
   • Save As: if you want to keep all the column and filter selections that you chose for a new report, and also give it a new or unique name.