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