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

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

A 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.

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

C Permission – group of users with system access who can access your report

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

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

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

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

_{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}