The Saved Reports Tab displays all the pre-defined Saved Reports as well as any Reports that you have Saved. Reports are actually Search Criteria that is Saved as a Report so that it is easy to view Results based on specific Search Criteria by simply running a Saved Report. You can also create powerful analytic charts comparing results from various Saved Reports. Each Report has a specific Name and you can add a Description to the Report to make it easier to understand the criteria you have chosen for that Report. There are also powerful Action Items you can select for your Reports including Schedule Report to be delivered via Email, Email Report now, Preview Report Criteria, Chart the Report, Run the Report, Create a PDF of the Report, Create a Spreadsheet of the Report, Create an RSS of the Report and Create an XML of the Report. You can also Edit the Report and Delete the Report.

If you want to create a New Report, simply click on the button at the top of the page that says “+ Create New Report” and a Report Wizard will appear so that you can choose the Search criteria for your Saved Report. Once you have selected all your criteria, click on the “Submit” button so that the Report you created will be Saved and added to your Reports Tab.

If you want to find a specific Report, you can Search for your Report by typing in your Search Text in the Search Box on the upper right side of the Reports Header and select the Search button. The system will search through both the Name and the Description of your Saved Reports and show you all the Results that meet your Search criteria. If there are no Results, simply clear out the text in the Search Box and hit the Search button again, or Select the “Reports” Tab at the top of the page and all your Saved Reports will be visible again.

By default, the system will automatically display the Saved Reports in alphabetical order according to the “Name” of the Saved Report. There is a “Navigation Bar” centered below the “Reports Header” that will allow you to set your preference for the number of Reports to be shown to a Page view. To select more Reports to be shown, simply click on the “down arrow” within the drop down in the Navigation Bar and choose the appropriate number of Reports to be shown per page. When you change your preference, that new preference will be saved and will be the default until the preference is changed again. You can also use the horizontal arrows to the left and right of the Navigation Bar’s numeric display to paginate through the Reports if that is the preferred method of navigation.

By default, the system will automatically display the Saved Reports in alphabetical order (A to Z) according to the column title “Name” of the Saved Report. If you want to see the results in reverse alphabetical order (Z to A) simply click on the down arrow to the right of the column title “Name” in the first column and it will sort your Saved Reports in reverse alphabetical order and it will now display an “Up” arrow to the right of the column title “Name” in the first column. If you want to change the sorting back to alphabetical order, simply click on the up arrow and it will sort the results by alphabetical order. Please note: You can always “Run” the Saved Report by clicking on the “Name” of the Report. When you mouse over the “Name” of the Report the hyperlink underlining will appear. Simply click on the Name and the Saved Report will run and you will see the Results in the Results Tab for that Saved Report.

If you want to see the Saved Reports sorted by Description, simply click on the Up Down arrow to the right of the column title “Description” in the middle column and it will sort your Saved Reports in alphabetical order by “Description and it will now display a “Down” arrow to the right of the column title “Description” in the middle column. If you want to see the results in reverse alphabetical order (Z to A) simply click on the down arrow to the right of the column title “Description” in the middle column and it will sort your Saved Reports in reverse alphabetical order and it will now display an “Up” arrow to the right of the column title “Description” in the first column. If you want to change the sorting back to alphabetical order, simply click on the up arrow and it will sort the results by alphabetical order.

There are powerful Action Items you can select for your Reports including Schedule Report to be delivered via Email, Email Report now, Preview Report Criteria, Chart the Report, Run the Report, Create a PDF of the Report, Create a Spreadsheet of the Report, Create an RSS of the Report and Create an XML of the Report. You can also Edit the Report and Delete the Report.

To access your Action Items, simply click on the Gear Icon that is the first item in the column title “Action” found in the last column on the right. When you select the “Gear”, all of the available Action Items will be displayed in icon format. The “Schedule” icon is displayed by the “Clock”. To have this Saved Report automatically emailed to you or others on a specific schedule (Hourly, Daily, Weekly or just Once), simply click on the “Clock” and a dialogue box will pop up and all you need to do is to fill in the information to have the Saved Report automatically emailed to you or others in the format that you select and at the frequency that you choose.

To access your Action Items, simply click on the Gear Icon that is the first item in the column title “Action” found in the last column on the right. When you select the “Gear”, all of the available Action Items will be displayed in icon format. The “Email Now” icon is displayed by the “Envelope”. To have this Saved Report automatically emailed to you or others right now, simply click on the “Envelope” and a dialogue box will pop up and all you need to do is to fill in the information to have the Saved Report automatically emailed to you or others in the format that you select.

To access your Action Items, simply click on the Gear Icon that is the first item in the column title “Action” found in the last column on the right. When you select the “Gear”, all of the available Action Items will be displayed in icon format. The “Preview Criteria” icon is displayed by the “Paper with Magnifying Glass”. To view the criteria for this Saved Report simply click on the “Paper with Magnifying Glass” and a dialogue box will pop up showing you the criteria for that Saved Report.

To access your Action Items, simply click on the Gear Icon that is the first item in the column title “Action” found in the last column on the right. When you select the “Gear”, all of the available Action Items will be displayed in icon format. The “Chart this Report” icon is displayed by the “Pie Chart”. To have this Saved Report automatically begin the process of creating a Chart, simply click on the “Pie Chart” and the criteria from your Saved Report will automatically be filled into the Chart Wizard. If you want to generate the Chart without any modifications, simply select the “Submit” button and your Chart will be created. You also have the ability to make changes to the criteria before you choose the “Submit” button. In addition, you can choose to “Save” the Chart by selecting the “Save Chart” button while you in the Chart Wizard.

To access your Action Items, simply click on the Gear Icon that is the first item in the column title “Action” found in the last column on the right. When you select the “Gear”, all of the available Action Items will be displayed in icon format. The “Run Report” icon is displayed by the “Paper with HTML” icon. To “Run” this Saved Report, simply click on the “Paper with HTML” icon and the Saved Report will “Run” and the Results will be displayed in the “Results Tab”.

To access your Action Items, simply click on the Gear Icon that is the first item in the column title “Action” found in the last column on the right. When you select the “Gear”, all of the available Action Items will be displayed in icon format. The “Create XLS” icon is displayed by the “Paper with XLS” icon. To “Create” this Saved Report as a Spreadsheet, simply click on the “Paper with XLS” icon and the Saved Report will be created and available for you to open with your browser or download directly to your desktop. Please note: The spreadsheet that you create from the Saved Report is based on the default Spreadsheet settings. If you want to choose different columns for your Spreadsheet based on the Saved Report, simply “Run” the Saved Report and when you are viewing the Results in the “Results Tab”, choose the “Spreadsheet” hyperlinked text at the top of the page and choose “Custom” for your Spreadsheet option and then you can select which columns will be exported into the Spreadsheet.

To access your Action Items, simply click on the Gear Icon that is the first item in the column title “Action” found in the last column on the right. When you select the “Gear”, all of the available Action Items will be displayed in icon format. The “Create RSS” icon is displayed by the “Paper with RSS” icon. To “Create” this Saved Report as an RSS, simply click on the “Paper with RSS” icon and the Saved Report will be turned into an RSS Feed in your browser. You can then choose to “Subscribe” to the RSS Feed based on what other programs you have installed on your desktop.

To access your Action Items, simply click on the Gear Icon that is the first item in the column title “Action” found in the last column on the right. When you select the “Gear”, all of the available Action Items will be displayed in icon format. The “Create XML” icon is displayed by the “Paper with XML” icon. To “Create” this Saved Report as an XML, simply click on the “Paper with XML” icon and the Saved Report will be turned into an XML Feed in your browser.

If you simply want to make edits to your Saved Report, select the “Edit” button in the column title “Action” found in the last column on the right. This will launch a pop up dialogue box where you can modify the Name and Description of the Saved Report as well as any other criteria you would like to edit. Once you have made your modifications, you can choose to “Save” the “Saved Report” or you can choose to “Run” the “Saved Report” by selecting the appropriate button.

If you no longer want or need the a Saved Report, you can “Delete” the “Saved Report” by selecting the “Delete” button in the column title “Action” found in the last column on the right. This will launch a pop up confirmation dialogue box where you need to confirm that you want to “Delete” the Saved Report. In addition, if there are any “Saved Newsletters” or “Scheduled Emails” that are dependent on this “Saved Report” the dialogue box will warn you about that by deleting the “Saved Report” you will be deleting those additional items since they are dependent upon the “Saved Report” that you are deleting. You can safely “Cancel” your actions by selecting the “Cancel” button and the “Saved Report” will remain “Saved” along with the dependent other items. However, if you click on the “OK” button, you will delete the “Saved Report” and all the items that are dependent on the “Saved Report”.