Saved reports
Reports can be saved within InTouch, so their configuration can be easily accessed moving forwards.
We recommend saving any reports that are run on a regular basis!
This feature is not available on all types of reports.
Saving a New Report
- Within the report, select Save in the top right hand corner
- Provide the saved report with a name
- (Optional) Provide a description for the report, to help differentiate it from others
- Save
Accessing a Saved Report
- Select Saved from the main reporting menu
- Choose the report you wish to generateUse the search bar to find reports by their name, type or description
Any user on your account will be able to access your saved reports.
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*
* The above options are only available in our most up to date report builders. Legacy reports will always save a report as a new entry.
