You can save an existing standard report to customize settings. You can:
- Modify the name of the report
- Select and save the filter parameters and output criteria.
- Select filter and output parameters that are visible and editable when reports are run.
- Schedule run frequency.
- Manage run report history.
- Share reports.
All reports you save are displayed under the My Reports folder.
To save and customize a standard report:
- Select Go To > Reports > Standard from the Top Navigation bar, or select Reports >Standard from the Left Navigation bar.
- From the Tree pane, select a reports folder.
- From the List pane, select a report.
- From the Details pane, select Save As.
- In the Save the Report As window:
- Select a folder name, or enter a name to create a new folder under My Reports.
- Enter a name for this report.
- Click Save.
Saving and Customizing Standard Reports
Selecting Filter Parameters
Selecting Output Parameters
Scheduling and Emailing Reports
Saving Report History
Viewing Report History