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Report Builder: Access saved reports

Step 1: Click on Reporting in the left-hand menu.

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Step 2: In the Report Builder tab, you will see a list of all of your saved reports.

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Step 3: Click on the saved report to open it. Alternatively, use the filters to refine your search. This will reduce the number of reports that appear in your list.

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HOT TIP 1: If you regularly use a set of filters to refine a search, save this as a 'view' by clicking the blue circle with a disk icon.

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Change to a saved view by clicking Current View and selecting the saved view from the drop down menu.

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HOT TIP 2: When you open a saved report for the first time, the report settings (i.e. the filters and report parameters) will appear 'scrolled up'. Click show settings to unscroll and reveal these.

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Article ID: xapiappsA_20200825_4

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