Adding Reports and Documents to the History List

The History List is populated with reports and documents in one of two ways:

When viewing reports within the History List, it is important to note that the data in the report is current as of the time the report was last run.

To add a report or document to the History List as it is executing:

  1. Click the name of the report or document to execute it.

  2. While it is executing, on the wait screen click Add to my History List.

  3. To view the results stored in the History List folder, click History List in the main menu..

To add a report or document to the History List after it is executed:

  1. Click the name of the report or document to execute it.

  2. In the main report menu, click  to  Add to History List. If this option is not available, then the report/document has already been added to the History List.

  3. To view the results stored in the History List folder, from the Auto Delivery menu, choose History List.

OR

  1. Navigate to the report in the Reports folder. Depending on your display, click the Subscriptions icon at the end of the report row, or click Subscriptions under the report icon. This displays the Subscriptions page.

  2. Under History List, click Add history list subscription.

  3. Follow the instructions for Adding reports and documents to the History List.

Related topics

Exporting reports and documents from the History List

Maintaining the History List

Subscribing to a report

 

 

 

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