Overview

When a report has been sufficiently customised it is desirable to save the changes for future use.

Workflow

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Save your report by filling out the fields with * highlighted in RED (as shown in the screenshot below).

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Name – give a saved report a detailed name and description to improve discoverability by other system users and to avoid the likelihood of other users reinventing the wheel by creating a report that essentially serves the same business requirement.

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Description – a brief description of what the report is for or the data that the report will provide.

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Permission –

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Type – the section/type of data that the report belongs to: (Provider, Student, Financial, Marketing, Saved Search, All)

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Scope – who has access to this report: (Global - all user can access this report, Private - only I can use this report)

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Status – (Active, Archived, In Active, In Progress)

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_{Base Reports | Report Columns | Filter Clauses | User Defined Parameters | Order By Clauses | Generic Report Query | Summarise Data | Save Report | Format Report}