Saving & Visibility

• Saving a new report:

• To save your customized report, scroll down to the bottom of the page and click Save As.

• Enter the name of your report in the pop up by  Custom Report Name.

• Click Add a Bookmark.

• Your report is now saved. Next time you go under the Reports tab of the main menu,your report will appear in the listing.

• Re-saving an existing report when adjustments have been made:

  • To save your adjusted report under a new name, follow the steps used above.

  • To override the existing report, scroll down to the bottom of the page to find that there is now a Save button. Click this.

  • Your report is now saved. Next time you go under the Reports tab of the main menu, your report with the new settings will appear in the listing.

• Saving a private report :

  • To make a report you have created private - meaning only your user id can view it - check the Private Report box before clicking Save As/Save.

  • When this report appears in your report listing, it will be shaded in grey indicating its private state.