This report is only available in the Version 2 of our Reports Module
Click here to understand "What Version do I have?"
If you have reports you run on a regular basis you can save the report with your specified criteria.
In REPORTS --> Saved Reports you can see all the reports that you have saved and you can Add New Report.
When you are in a specific report and you want to save that report and your selected criteria, you will have the SAVE option in the top corner to select while you are in that specific report.
The only time you cannot SAVE a report is when the criteria you select has no criteria to produce a report.
Now that you have SAVED your favorite reports
- You can click on the Name of the report to make any edits to the Batch, or
- Click the Trash can to delete the Saved report.
Now let's go one step further and group some of our Saved reports into a BATCH - Batch Reports - Version 2 only
Updated 10/21/22
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