Saved reports

Filters that have been applied to a Report can be saved for future use, simplifying the process of analysing your preferred data in the future.

Reports are organisation specific meaning all staff members will be able to access your saved report filters.

How to Save a Report
  1. Apply your filters
  2. Select Save Report in the top-right corner of the report
    1. Provide a name for the report
    2. Optional: Provide a description for the report, to differentiate it from others
  3. Save
How to Load a Saved Report
  1. Navigate to the Saved section of your reports
  2. Select the report you wish to generate
    Use the search bar to find reports by their name, type or description
  3. You will be directed to the previously saved report
How to Edit a Saved Report
  • Change the reports name or description using the pencil icon next to the saved report
  • Delete the report using the 'x' icon next to the saved report
  • To change the reports filters:
    • Generate the saved report
    • Make the required changes
    • Save the report
      The previous report will still be available within the saved reports section
    • Optional: delete the original saved report

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