Saving, Sharing, and Scheduling Reports
Users can easily share a saved search or report with others within the system. Once shared, the saved search will appear in the recipient's list of saved reports and searches. However, the user must have the necessary permission to share a saved search. These permissions can be granted in the Reports tab on the User Permissions page.
To know if the report can be saved once you click Get Report you will see the Save This Report pop up. If you do not see this button it is either because you do not have the correct permission or the report can't be saved.
Saving a Report or Search
Before sharing a saved search or report, the user must first save it. Once the search or report is saved, the user can then share it by clicking on the share icon.
Click on reports and then select the report you want to save
Click on Save this Report
Once you have the report with all the filters filled you can now save the report.
Saving and Scheduling Reports
You can either just name the report and save it here or you can also schedule it
Setting up a Scheduled Report
To schedule a report, you must frst save the report. Once saved, you will be prompted to choose a schedule for the report. You can schedule reports to run at the following intervals:
Daily: The report will return results for the previous day.
Weekly: The report will return results for the previous week. You will need to choose the day of the week to receive the report. For example, if you select Wednesday, the report will cover data from the previous Wednesday through Tuesday
Monthly: The report will provide data for the previous month, sent on the first day of the current month.
Sharing your Saved Report
Click on Reports
Click on Saved Reports
Click on the three dots and then share
Select the users you want to share the report with then click save
Additional Places you can See your Saved Searches and Reports
You can also see your saved searches/reports on your dashboard with your widget and you can also put this widget on your dock.
See below for instructions.
To put the widget on your dock - click on edit settings
Check add to dock
Click on save
Your saved reports will now show on your dock
Updated 3/24/2025