Overview

Reports can be saved and customised in the future by you or by other users in your business or institution depending on how you save your report. 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 – group of users with system access who can access your report

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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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After filling out all the required fields, click the SAVE REPORT button.

Info
INFO: The following will give a brief overview of all the buttons found under the SAVE REPORT Form section. VIEW SQL – will let you view the SQL version of your report DELETE REPORT – will delete the currently loaded report SAVE NEW REPORT – will create a carbon copy of the currently loaded report SAVE REPORT – will save your newly created report

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_{Introduction to Report Builder | Step 1 - Select a Base Report | Step 2 - Add and Remove Fields | Step 3 - Rename and Reorder Fields | Step 4 - Add Filter Clauses | Step 5 - Save Report}