Overview
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 –
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)