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Saved reports

Reports can be saved within InTouch, so their configuration can be easily accessed moving forwards.

Saving a New Report

Section titled “Saving a New Report”
  1. Within the report, select Save in the top right hand corner
  2. Provide the saved report with a name
  3. (Optional) Provide a description for the report, to help differentiate it from others
  4. Choose the Folder it should belong to
  5. Save

Accessing a Saved Report

Section titled “Accessing a Saved Report”
  1. Select Reports. It opens on your saved reports. From another report, select Saved in the reports menu
  2. Use the search bar to find a saved report by its name, type or description
  3. Select the Folder it belongs to
  4. Select the report you wish to generate

Below your saved reports, How to save a report, and the reports you can save opens a short guide to saving a report, with every report that can be saved. If your firm hasn’t saved any reports yet, the page shows this guide in full instead.

Editing a Saved Report

Section titled “Editing a Saved Report”
  • To change the report’s name or description, select the pencil icon to the right of the saved report
  • To delete a report, select the ‘x’ icon to the right of the saved report
  • To change the report’s filters:
    • Run the existing saved report
    • Make the required changes
    • Save
    • To overwrite the existing report, leave the “save as new report” option unchecked*
    • To create a new saved report, select the “save as new report” checkbox*